EP 270: Market Uncertainty Meets Optimism: Trusting the Plan Through Volatility

On this episode of Trust the Plan, Jim Pilat, CFP® and Preston Gee, CFP® of Peak Wealth dive into the current market landscape, highlighting the recent wave of uncertainty that’s had investors on edge.

Just when things seemed shaky, markets surged after former President Trump announced a 90-day pause on tariffs—sending a jolt of optimism through Wall Street.

Jim and Preston break down what this could mean moving forward and emphasize the importance of staying the course. As always, they remind listeners: trust the plan, focus on the long-term, and don’t let short-term noise derail your strategy.

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Peak Wealth Management is a financial planning and wealth management firm in Plymouth, MI. We believe by providing education and guidance, we inspire our clients to make great decisions so they can Retire With Peace of Mind.

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