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Client Letter | Mid-Year Outlook 2025 | July 08, 2025

LPL Research recently unveiled Midyear Outlook 2025: Pragmatic Optimism, Measured Expectations, our semi-annual report that recaps where markets and the economy have been over the first half of 2025 and where we think they are going over the remainder of the year. We are pleased to bring you a few of the key highlights today.

If “tariff” isn’t the word of the year, then perhaps it’s “uncertainty” or even “volatility.” Much of this year’s market turbulence has stemmed from the assumption that President Trump’s second-term policies would closely resemble those of his first. As it became clear that this would not be the case, markets were forced to recalibrate.

While uncertainty is likely to persist for the near future, we believe the peak of policy-driven volatility may be behind us. As clarity returns, so too should market stability — bringing with it a range of new investment opportunities. Given the economic distortions of recent months, it is a difficult time to hold strong convictions. However, we expect some clarity to emerge in the second half of the year.

We believe the economy will begin to reflect the delayed effects of trade policy, including slower labor demand, weaker growth, and a modest uptick in inflation. This challenging backdrop will likely create bouts of continued volatility in the stock market, but we ultimately expect equities to finish the year moderately higher. We believe neither the White House nor the Federal Reserve is permanently committed to their current policy paths, which leaves room for constructive shifts.

In this environment, we:

  • Continue to emphasize the importance of diversification across asset classes and geographic regions.
  • Favor integrating investments that may enhance portfolio stability and have low correlation to traditional markets, like alternatives.
  • iew periods of volatility as opportunities to selectively increase equity exposure at more attractive levels.

These are just some of the insights you’ll find in our Midyear Outlook 2025: Pragmatic Optimism, Measured Expectations. To read the full summary report, click here.

As always, please don’t hesitate to reach out if you have any questions or need assistance.

Warm regards,
The Wealth Advisors at Solis Wealth Management

Important Information
This material is for general information only and is not intended to provide specific advice or recommendations for any individual. There is no assurance that the views or strategies discussed are suitable for all investors or will yield positive outcomes. Investing involves risks including possible loss of principal. Any economic forecasts set forth may not develop as predicted and are subject to change.

All information is believed to be from reliable sources; however, LPL Financial makes no representation as to its completenes s or accuracy.

This research material has been prepared by LPL Financial LLC.

Not Insured by FDIC/NCUA or Any Other Government Agency | Not Bank/Credit Union Guaranteed | Not Bank/Credit Union Deposits or Obligations | May Lose Value

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