Join Aya Yoshioka for the latest episode of our new series 7 Market Movers. This week, Aya focuses on the hot topic in the markets: tariffs. Using our 7 Market Movers framework, Aya looks at global economic growth, interest rates, inflation, fiscal policy, monetary policy, global macro risk, and investor confidence to explain what’s happening in the markets and what it means for you.

Explore how deregulation affects public and private markets, with historical insights from key industries like airlines, telecom, and energy. Learn what it means for investors.

Learn how GICS sectors respond to interest rates and the business cycle in this Investment Management Foundations episode with Senior Portfolio Manager Ayako Yoshioka.

By Dom DiFurio  Domenico Fornas // Shutterstock 

In this episode of “Investment Management Foundations,” Wealth Enhancement Senior Portfolio Manager Ayako Yoshioka takes a look at persistent inflation and explains how it’s changed year over year.

Explore the challenges facing the traditional 60/40 investment portfolio amid rising interest rates and market volatility. Discover insights, historical context, and strategies for navigating today’s evolving financial landscape.

Explore the key differences between ETFs and mutual funds—from trading flexibility and tax efficiency to management style and costs—to find the right fit for your investment strategy.

Is the bear market here to stay, or are we entering a new bull run? Investment experts from Wealth Enhancement present both sides of the market outlook to help investors navigate uncertainty.

Market dips open smart strategies: Talk to your advisor about Roth conversions, rebalancing, tax moves, and timely contributions to stay on course.

Curious about Bitcoin? Learn how it works, how it’s created, and whether it’s a secure and viable investment option in this beginner-friendly guide to cryptocurrency.