The Economic Balancing Act: Labor, Inflation, Rate Policy, and Market Performance

The September 2025 Investment Planning Knowledge Circle will be held on Tuesday, September 23rd at 3 pm ET.

Guest speaker Charles Sherry will be presenting, "The Economic Balancing Act: Labor, Inflation, Rate Policy, and Market Performance."

Brought to you by the Investment Planning Knowledge Circle: A relaxation of Liberation Day tariffs has helped fuel an impressive market rally throughout much of the summer. With investor sentiment buoyed by easing trade tensions and resilient economic indicators, the momentum has been notable."

As we approach the fall, a review of the key headwinds and tailwinds is in order. What forces are likely to shape the next phase of market performance—and what should investors be watching closely?

Charles Sherry is a financial writer, analyst and speaker who works primarily with financial advisors and planners, providing timely content which can be used for newsletters, blogs and social media.

He has 25 years of industry experience, including 15 years at Charles Schwab and decade working directly with financial planners and advisors.

Additionally, Charles shares his views with various audiences, and is a regular contributor to Horsesmouth, an industry leading publication and resource for financial advisors.