February 18, 2025

Tariffs and Your Investments: What You Need to Know

On This Episode:

It’s been a busy six weeks to start 2025 but few things have gotten the attention of investors as tariffs. The opinions about the effectiveness of tariffs are wide-ranging so we’re going to take both sides of the argument today on our roundtable discussion. Ron Wyatt, CFP®, CIMA®, CPWA® takes the role of pro-tariff while Nick Lewandowski, CFA®, CFP® argues from the anti-tariff perspective. This dynamic setup allows for a balanced exploration of the implications tariffs have on the economy, consumer prices, and national security.

We’ll explore the implications of tariffs on the economy, consumer prices, and national security. From defining what tariffs are to discussing their potential effects on inflation and market volatility, we’ll try to provide a comprehensive overview of a critical economic issue.

Here’s what we cover in this episode:

0:00 – Intro

1:57 – What are tariffs and why use them?

2:22 – Why they’re good

4:05 – Why they’re bad

6:48 – Political tool

7:57 – Taxes

9:10 – Impact on the market

12:30 – Tariffs impacting tech stocks?

14:26 – Bond markets

16:48 – Our investment strategy

Resources:

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This content is provided for informational and educational purposes only and should not be construed as personalized investment, tax, legal, or financial planning advice or a recommendation regarding any specific security, strategy, or product. The information presented does not consider any individual’s specific circumstances or objectives.

Opinions expressed are subject to change without notice. Information presented is believed to be reliable but is not guaranteed as to accuracy or completeness. Any examples, assumptions, projections, or investment outcomes discussed are illustrative only. Past performance is not indicative of future results.

Investing involves risk, including the potential loss of principal. Tax and legal discussions are general in nature and based on current laws and interpretations, which may change. Before implementing any strategy discussed, individuals should consult with their financial, tax, or legal professionals regarding their specific situation.

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