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Tariffs, Trade Wars & Your Portfolio: What You Need to Know Now

It’s been an eventful start to the year, and tariffs are taking center stage. In this timely conversation, Director of Financial Planning Christina Simmonds, CFP® is joined by advisors Bobby Hapanowicz, RICP® and Greg Miller, CFP®, MBA to break down what’s happening in the markets, why it matters, and what it could mean for your portfolio. In this video, we cover: -What tariffs are—and why they’re making headlines -How global trade tensions are affecting market volatility -The broader economic context and policy shifts at play -How a strong financial plan can help navigate uncertainty At Hapanowicz Financial, we believe in preparation over reaction. We aim to have our clients’ portfolios built for resilience, designed to weather uncertainty, and positioned for long-term opportunity. Whether you’re a client or simply seeking steady guidance in volatile times, this discussion is here to help you feel more informed. 👉 Questions about your plan? We’re here to talk: https://www.hapfinancial.com/intro/ 🔔 Subscribe to our channel for more market insights. Timestamps: 00:00 Introduction and Today's Topic 00:39 Current Economic and Market Overview 03:49 Understanding Tariffs 10:34 Impact of Tariffs on Client Portfolios 13:58 Investment Strategies During Market Volatility 18:34 Tax Planning Opportunities 21:23 Final Thoughts and Client Outreach