In this episode, Left Brain Wealth Management’s Brian Dress (Director of Research) and Noland Langford (CEO & CIO) take a level-headed look at the first half of 2025 and explore where smart investors are putting their money right now — without letting political noise cloud their decisions.
We cover:
• The real risks investors are facing in 2025
• Why mixing politics and investing is a dangerous cocktail
• Where we see growth potential: AI, cybersecurity, digital ads & more
• An overlooked 13% income opportunity with NLY, with the usual caveats that dividend income is not guaranteed contractually by the company who pays it to investors
• What to do with idle cash and old 401(k)s
If you’re sitting on cash or just unsure what to do next — let's talk:
• We specialize in working with professionals, retirees, and high-income earners who want a tailored plan for growth and income.
• To book a portfolio review or income analysis with us here, use the contact information below
• Set a meeting with Brian
Contact us:
Brian Dress, CFA Director of Research | Financial Advisor
Left Brain Wealth Management
briand@leftbrainwm.com
(630) 547-3316
0:00 Intro
1:46 Concerns we are hearing from Clients
11:05 Markets vs Washington: The Historical Truth
17:27 Where the "Smart Money" is Going
29:09 Income Securities: The Missing Piece?
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