Herbein is pleased to share the June 2025 Market Update, prepared by Herbein Financial Group investment advisor Matt Kline.
Report topics and insights include:
Tariff Policy Summary: The U.S. has raised its average tariff rate to the highest since the 1930, with steep new tariffs on Chinese, Mexican, and Canadian imports. Market volatility has increased as investors respond to ongoing trade tensions.
Tax/Budget Policy Summary: The House-passed “Big Beautiful Bill” (BBB) proposes extending the 2017 tax cuts, raising the SALT deduction cap, and exempting tips and overtime from income taxes. Markets have reacted with rising interest rates and bond volatility. Senate modifications are expected before final passage.
Portfolio Positioning: Insights into our recent portfolio repositioning as we react to the current volatility within the market including exiting our position is some specific single names stocks.
For a deeper understanding of these insights and how they can be leveraged for your financial success in 2025, download the full report today.
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Article contributed by Matt Kline
Disclaimer: Information presented should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change.
Information provided is general in nature and does not constitute personalized investment advice. A professional adviser should be consulted before implementing any investment decisions. Any tax and estate planning information provided is general in nature and should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation.
Herbein Financial Group is registered as an investment advisor with the U.S. Securities and Exchange Commission and is notice filed in such states where required. Herbein Financial Group only transacts business in states where it is properly notice filed or is excluded or exempted from registration or notice filing requirements. Registration as an investment advisor does not constitute an endorsement of the firm by the securities regulators and does not mean the advisor has attained any level of skill or ability.
