Investment & Economic Strategy Update Videos

In Our Opinion: • Anticipated to be a transitional year. • Tariffs present significant growth potential. • Maintain a forward-looking perspective beyond present conditions. • Interest rates expected to remain relatively stable this year. If you have questions or concerns about your portfolio, give us a call. (800) 618-8577 or visit our website, www.ReznyWealth.com and schedule a consultation. General informational content only. Not tax, legal, or investment advice. Consult a financial professional before making investment decisions. Conduct due diligence.All investments involve risk, including potential loss of principal.

In Our Opinion: •The S&P 500 approached a record high, fueled by tech gains and Trump’s $500B AI infrastructure initiative. •Economic indicators signal growth, with US GDP projected to rise 2.3% in 2025 and potentially exceed 3% in 2026. •Despite market volatility from oil price negotiations and tariff threats, major indices ended the week higher. •Treasury yields stayed low, while the U.S. dollar index hovered near a two-week low amid trade uncertainties. If you have questions or concerns about your portfolio, give us a call. (800) 618-8577 or visit our website, www.ReznyWealth.com and schedule a consultation. General informational content only. Not tax, legal, or investment advice. Consult a financial professional before making investment decisions. Conduct due diligence.All investments involve risk, including potential loss of principal.

In Our Opinion: • We were spoiled with a lack of volatility the last 2 years. • More volatility during the initial weeks of 2025, with more volatility/fluctuations expected as part of normal market behavior. • The economy continues to demonstrate resilience and growth. • We are optimistic about the incoming administration and its potential for implementing pro-growth policies. If you have questions or concerns about your portfolio, give us a call. (800) 618-8577 or visit our website, www.ReznyWealth.com and schedule a consultation. General informational content only. Not tax, legal, or investment advice. Consult a financial professional before making investment decisions. Conduct due diligence.All investments involve risk, including potential loss of principal.

In Our Opinion: • Ready for Growth: Key adjustments made before Trump took office, positioning us for success and long-term growth. • Focused & Selective Strategy: Staying away from the international market where we have no ownership, while fine-tuning our approach in core areas. • Solid Economic Outlook: Predicting 3–3.5% growth—stronger than under Reagan—with expected volatility as part of the natural growth cycle. • A Fresh Start: Eliminating non-essential sectors like energy, and embracing a new lease on life to accelerate expansion under the current leadership. If you have questions or concerns about your portfolio, give us a call. (800) 618-8577 or visit our website, www.ReznyWealth.com and schedule a consultation. General informational content only. Not tax, legal, or investment advice. Consult a financial professional before making investment decisions. Conduct due diligence.All investments involve risk, including potential loss of principal.

In Our Opinion: • Focus on policy impact over personality traits. • GDP growth in the 2.5% range. • Lower taxes, reduced regulations, and less government will provide notable benefits to the middle class. • Addressing national debt is essential to prevent future economic strain. If you have questions or concerns about your portfolio, give us a call. (800) 618-8577 or visit our website, www.ReznyWealth.com and schedule a consultation. General informational content only. Not tax, legal, or investment advice. Consult a financial professional before making investment decisions. Conduct due diligence.All investments involve risk, including potential loss of principal.

In Our Opinion: ·  We are optimistic for the next 3 to 5 years. ·  Both Republicans and Democrats tend to overspend. ·  Energy policy plays a crucial role in shaping our economy and environment. ·  Making timely adjustments is essential when changes are needed. If you have questions or concerns about your portfolio, give us a call. (800) 618-8577 or visit our website, www.ReznyWealth.com and schedule a consultation. General informational content only. Not tax, legal, or investment advice. Consult a financial professional before making investment decisions. Conduct due diligence.All investments involve risk, including potential loss of principal.

In Our Opinion: • The economy is slowing, but is not in a recession. • We anticipate a decrease in interest rates of 1% to 1.5% over the next 12 months. • The U.S. economy continues to lead globally in strength and stability. • Both political parties demonstrate challenges in managing government spending. If you have questions or concerns about your portfolio, give us a call. (800) 618-8577 or visit our website, www.ReznyWealth.com and schedule a consultation. General informational content only. Not tax, legal, or investment advice. Consult a financial professional before making investment decisions. Conduct due diligence.All investments involve risk, including potential loss of principal.

In Our Opinion: • Wall Street often encourages frequent trading to keep your money in motion. • Did Warren Buffet really pull out of the market? • Many things online are misleading or even outright propaganda. • The economy is projected to grow by around 2%. If you have questions or concerns about your portfolio, give us a call. (800) 618-8577 or visit our website, www.ReznyWealth.com and schedule a consultation. General informational content only. Not tax, legal, or investment advice. Consult a financial professional before making investment decisions. Conduct due diligence.All investments involve risk, including potential loss of principal.

In Our Opinion: • What is the typical duration of volatility? • Previous pullbacks have been fully recovered. • Inflation figures came in lower than expected. • There’s a possibility of a forthcoming bull market. If you have questions or concerns about your portfolio, give us a call. (800) 618-8577 or visit our website, www.ReznyWealth.com and schedule a consultation. General informational content only. Not tax, legal, or investment advice. Consult a financial professional before making investment decisions. Conduct due diligence.All investments involve risk, including potential loss of principal.