Episode 85: Reviewing 2025 and the Power of Staying Invested

In this episode, President and Senior Financial Planner Paul L. Moffat and Director of Financial Planning Jordan Naffa take a comprehensive look back at the market performance of 2025 and the key lessons investors can carry forward. Despite widespread predictions of a lackluster year, global markets delivered strong and in many cases exceptional returns across multiple asset classes.

Paul and Jordan break down performance across U.S. equities, international developed markets, emerging markets, real estate, and fixed income. They highlight how globally diversified portfolios benefited from strength outside the United States, and why investors who stayed disciplined during periods of volatility were ultimately rewarded. The discussion also covers sector performance within large growth, small value, and emerging markets, along with a review of commodities and their long-term track record.

This episode reinforces the importance of diversification, long-term perspective, and resisting short-term predictions that often miss the mark.

In this episode:
● U.S., international, and emerging market performance in 2025
● How the “steady five” asset classes compare to historical averages
● Sector breakdowns within U.S. and global equity markets
● Why international and emerging markets outperformed expectations
● Fixed income results and the role of bonds in portfolios
● Commodity performance and long-term historical perspective
● The value of discipline and global diversification

The opinions expressed in this podcast are for general purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. It is not intended to provide tax or legal advice. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed in this program is not a guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested in directly. As always, please remember that investing involves risk and the possible loss of principal. Please seek advice from a licensed professional.

Arista Wealth Management is a registered investment adviser. Advisory services are only offered to clients or prospective clients where our firm and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Arista Wealth Management unless a client service agreement is in place.

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