At Marketing Wiz, our team actively monitors global financial markets to contextualize relevant stories for our clients and their stakeholders. This Feburary, here are three themes that can serve as the foundation for some curated content or even a long-form article for your firm:
Age of Uncertainty: Investing Under Trump
- In early February, US President Donald Trump announced tariffs on China, Canada, and Mexico. Just days later, he rescinded tariffs on Canada and Mexico despite limited new concessions (levies on China will remain).
- This episode is indicative of the persistent uncertainty investors will face under Trump. Measures of uncertainty across domains like monetary policy and trade policy continue to rise.
- The best way to handle this uncertainty remains a well-diversified portfolio built to handle periods of elevated market volatility. For advisory clients, maintaining a long-term perspective over the next four years will be key.
A New Era: Time to Rethink Crypto?
- Advisory firms have long been skeptical of crypto, and for good reason. Not only is much of crypto built for speculative purposes, but regulatory uncertainty has made client exposure unappealing.
- Some of these factors could be set to change, however. Under the new administration, the SEC is widely expected to take a more crypto-friendly approach, allowing advisors to be more receptive to client interest in this asset class.
- Moreover, new tools are emerging that can offer crypto-linked upside while limiting volatility. Crypto buffer ETFs, for instance, are exchange-listed instruments with built-in downside protection.
DOGE Cuts Unlikely to Affect Social Security, Medicare
- Amidst DOGE’s efforts to target wasteful government spending, some commentators have expressed concern that Social Security and Medicare benefits could be on the chopping block. This does not appear to be the case, however.
- On the campaign trail, Trump promised to preserve Social Security and even cut taxes on benefits. Any changes to spending on entitlement programs would require an act of Congress.
- There could be a small chance that DOGE’s efforts to modernize the Treasury’s systems result in operational delays for Social Security or Medicare payments. Any delays would likely be swiftly reversed, however.
Interested in building out long-form collateral relating to any of these themes? We invite you to reach out to our team today for a discussion of our custom content capabilities.
Craig Hall is founder and president of Marketing Wiz, a financial marketing firm specializing in the independent wealth management space.
