Ep. 42 – Tax Changes for 2025, Government Shutdowns, & Bubble Talk

About this episode

The episode discusses tax changes for 2025, government shutdowns, and current market trends including AI and alternative investments.

In episode 42, Matt, Aaron, & Patrick are back to discuss a few important year-end planning items, namely in the context of new developments from the passage of the OBBBA. They also discuss a recent investment conference they attended and some of the most polarizing trends in markets and the economy right now – AI, alternative investments, valuations and bubble talk, the government shutdown, and the Fed. Plus, Aaron’s back with a mouth-watering hoagie review. Amplius is an independent, fiduciary wealth management firm serving individuals and families nationwide to proactively design and implement financial plans, manage their investments, prepare for major life events, optimize equity compensation, prudently strategize around risk, tax, and estate planning among other complex issues. Schedule a free assessment with any one of our advisors: https://bit.ly/3Uy439V This communication 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 communication is provided solely for your personal use and shall not be deemed to provide access to any…

People in this episode

Hosts: Matt, Aaron, Patrick

Topics covered

• tax changes
• government shutdown
• market trends
• AI
• alternative investments
• bubble talk
• financial planning

Keywords

• tax changes
• government shutdown
• investment conference
• market trends
• financial planning
• bubble talk
• AI

Mentioned in this episode

Organizations: Amplius Wealth Advisors, OBBBA, Fed

Products: hoagie

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