Senior Partner Kelly Bouchillon, CFP® recently appeared on Schwab Network’s The Watch List to share his perspective on today’s market landscape. Kelly discussed how retail investors are reacting to record portfolio highs, ongoing sector rotation beyond technology, and rising uncertainty tied to inflation, interest rates, and tariff policy. He also explored the Federal Reserve’s near-term “wait-and-see” approach on rate policy, risks tied to earnings and pricing pressures, and growing investor questions around the pace of AI investment. Additionally, Kelly highlighted potential opportunities in international markets as global fiscal and defense spending expands.

Watch the full interview here>