92: PracticeCFO: Financial Markets Update
The Dental Boardroom · PracticeCFO
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Show Notes
Wes Read, CPA and CFP, returns from the CDA Convention in Anaheim and sits down with Practice CFO’s lead CFO advisor, Paul Lipcius, and head of investments, Brandon Hobson, for an in-depth conversation on the current state of the economy and investing landscape in May 2025.
Together, they dive into the market’s reaction to global tariffs, recent signals from the Federal Reserve, macroeconomic trends, and how the Practice CFO investment committee is adjusting its strategies for clients amid uncertainty.
This is a must-listen for dentists and professionals looking to stay ahead of economic shifts that impact their financial independence and investment goals.
🔑 Key Discussion Points:
- Tariff Impact & Uncertainty
- Federal Reserve Watch
- Macroeconomic Trends in 2025
- Practice CFO’s Investment Approach
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