FPF 174 - Our 2025 Recap

Did our predictions for 2025 come true? In this episode of Financial Planning Friday, Jerry Davidse looks back at our "2025 Market Outlook" to see how our three biggest questions stood the test of time.

From a historic market crash triggered by new tariffs to the surprising resurgence of international stocks, 2025 was a wild ride. We break down the data, review the S&P 500's performance, and explain exactly how we turned the year's biggest panic into a buying opportunity.

In this episode, we cover:

The Streak: Did stocks manage to post gains for a 3rd year in a row?

Diversification Wins: Why International holdings finally outperformed the US S&P 500.

The Crash: How we navigated the largest two-day dollar decline in history following President Trump's tariff announcement.

The Opportunity: How rebalancing at the bottom fueled our clients' recovery.

Thank you to our 3,400+ new subscribers this year! We are excited to continue this journey with you in 2026.

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Connect With Jerry:

Jerry Davidse, CFP®

CEO, Presilium Private Wealth

Email: [e-mail]

LinkedIn: https://www.linkedin.com/in/jerrydavidse/

Meet Jerry: https://www.presiliumpw.com/team_member/jerry-davidse-cfp/#bio

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This Video is for informational purposes only and does not constitute an offer to sell or the solicitation of an offer to purchase any security or investment product or services.

The content of this Video is provided solely for your personal use and shall not be deemed to provide access to any particular transaction or investment opportunity. Presilium Private Wealth does not intend the information in this Video to be investment advice, and the information presented in this Presentation should not be relied upon to make an investment decision.

Any third-party information contained herein was prepared by sources deemed to be reliable but is not guaranteed. Investment advisory services are offered through Presilium Private Wealth, a SEC Registered Investment Adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser or investment adviser representative has attained a particular level of skill or ability. Additional information about Presilium Private Wealth is also available on the SEC’s website at www.adviserinfo.sec.gov.