Recently, we hosted our breakfast seminar, bringing together clients and colleagues for an insightful discussion on the economic outlook for 2025. Jon Digiovanni, who leads First Trust’s Direct Indexing business (formerly Veriti) and oversees the recent acquisition of Gyroscope, a custom options firm, offered a comprehensive global perspective on market trends, emerging economic developments, and the factors that could shape the year ahead.

As our team navigates the ever-evolving financial landscape, we remain committed to identifying innovative solutions and partnerships, such as our collaboration with Jon, to address both current and future market challenges. With his deep expertise in global economics and portfolio management, Jon shared actionable strategies to optimize portfolio growth while maintaining tax efficiency. 

We appreciate everyone who attended and engaged in the conversation. If you’d like to learn more about our insights and how we can help you position your portfolio for success, contact us today.