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Q4 2025 Market Update: Positioning Your Portfolio for What’s Next

by Andy Michael, CFA

Markets have taken investors on another wild ride in 2025. In his latest update, CIO Andy Michael breaks down what happened in the third quarter, the bigger picture over the past three years, ...

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Andy Michael
Investing
Market Updates
Insights
Education
Financial Planning
Jeremy Hutzel
Business Succession
Estate Planning
Family Governance
Family Office
Matt Parks
Private Equity
Private Wealth
Tax Strategy
Ultra-High-Net-Worth
Jenny Wilson
Hunter Yarbrough
Philanthropy
Retirement
Women and Wealth

Insights by Matt Parks, CPA

Planning Opportunities with Children and Young Adults

Secure Act 2.0 Key Updates

Matt Parks, CPA

As a Financial Planner at Seven Springs Wealth Group, Matt is responsible for managing client relationships and providing comprehensive financial planning to clients, with a focus in tax planning.

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Seven Springs Wealth Group (“SSWG”) is an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). Registration of an investment adviser does not constitute an endorsement of the firm by the SEC nor implies any specific level of skill or training. SSWG only transacts business in states in which it is properly registered or is excluded or exempted from registration. The information on this site is for informational purposes only and investors should determine for themselves whether a particular service or product is suitable for their investment needs. Nothing on this site constitutes individual advice, a recommendation, or an offer to buy any specific investment, product or service. All investing involves risk, including the possible loss of principal. Certain investments, including private investments, may be speculative, involve a high degree of risk, typically require a minimum investment, and may only be offered to qualified investors through offering memorandums. Private investments are generally illiquid, may carry higher risk, and no formal trading market exists for these investments. A copy of SSWG’s current written disclosure brochure filed with the SEC, which discusses, among other things, SSWG’s business practices, services, and fees, is available on the SEC’s website at adviserinfo.sec.gov or FINRA's BrokerCheck website at brokercheck.finra.org. ©2025 Seven Springs Wealth Group, LLC.

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