Kyle Kyper, CFP®, MBA, that provides some information on the newly available Trump Accounts along with some highlights from our mid-year DSF Investment Committee meetings.
Some of the key highlights in the video include:
- Trump Accounts (0:00–2:50)
- Earnings growth- What is driving the market? (2:50–5:00)
- Impact of technology on profit margins and labor market (5:00–7:30)
- Summary of DSF Portfolio strategic updates (7:30–10:00)
Thank you and please reach out to us with any questions. We look forward to connecting with you soon!
Trump Accounts are subject to eligibility requirements, contribution limits, distribution restrictions and other requirements under applicable federal tax law. Tax treatment may vary based on individual circumstances, and additional regulatory guidance may be issued. This information is provided for general educational purposes and is not intended as tax or legal advice. Please consult a qualified tax or legal professional regarding your individual situation. Investments held in a Trump Account are subject to market risk, including possible loss of principal.
References to artificial intelligence or technological developments are informational in nature and do not imply guaranteed productivity gains or positive investment outcomes.
Additional risks are associated with international investing, such as currency fluctuations, political and economic stability, and differences in accounting standards. All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful.
Investors should carefully consider the fund's investment objectives, risks, charges and expenses before investing. To obtain a summary prospectus or prospectus containing this and other information, contact us or view the prospectus provided on www.federatedinvestors.com. Please carefully read the summary prospectus or prospectus before investing.
All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful. Asset allocation is an investment strategy that will not guarantee a profit or protect you from loss. Re-balancing may be a taxable event. Before you take any specific action be sure to consult with your tax professional.
A diversified portfolio does not assure a profit or protect against loss in a declining market. Investors cannot invest directly in indexes.
Momentum investing is subject to the risk that securities exhibiting positive momentum may experience sudden reversals. Momentum strategies may experience periods of increased volatility and may not perform as expected.
Model portfolios are provided as general guidelines and may not be appropriate for every investor. Actual client holdings, performance and expenses may differ based on individual objectives, restrictions, account activity and implementation timing.
Neither Cetera Wealth Services nor its representatives provide tax or legal advice. Please consult with your own tax/legal advisors.
Video contributions from Kyle J. Kyper, CFP®, MBA, CERTIFIED FINANCIAL PLANNER®; CA Insurance License #4024738. DSF Wealth Management Group, LLC, 1195 Washington Pike, Suite 102, Bridgeville, PA 15017; Registered Representative offering securities through Cetera Wealth Services LLC (doing insurance business in CA as CFGAN Insurance Agency LLC: CA Insurance License #0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. DSF Wealth Management Group LLC is not a subsidiary of nor controlled by Cetera.
Sources:
https://www.irs.gov/trumpaccounts
https://www.sec.gov/edgar/browse/?CIK=1181412
https://www.nasdaq.com/market-activity/stocks/skhy
https://officechai.com/ai/chart-shows-how-free-cash-flow-has-gone-from-hyperscalers-to-semiconductor-companies/
https://www.yardeni.com/charts/us-stock-market/stock-market-fundamentals/sp-500-yri-forecasts
https://www.yardeni.com/charts/global-financial-markets/overview-outlook/yri-earnings-outlook
https://www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.html
https://www.capitalgroup.com/pcs/insights/articles/midterm-elections-markets-5-charts-2026.html
https://www.morningstar.com/business/insights/research/active-passive-barometer
https://www.bls.gov/cpi/
https://www.bls.gov/charts/employment-situation/civilian-unemployment-rate.htm
https://www.bea.gov/data/gdp/gross-domestic-product
https://home.treasury.gov/resource-center/data-chart-center/interest-rates
https://www.invesco.com/us/en/financial-products/etfs/invesco-sp-midcap-momentum-etf.html
https://www.invesco.com/us/en/financial-products/etfs/invesco-sp-smallcap-momentum-etf.html
https://docs.paceretfs.com/cowg
https://www.avantisinvestors.com/avantis-investments/avantis-emerging-markets-equity-etf/
https://investor.vanguard.com/investment-products/mutual-funds/profile/vseqx
https://investor.vanguard.com/investment-products/mutual-funds/profile/vdigx
https://www.schwabassetmanagement.com/products/fndx
https://www.honeywell.com/us/en/news/press-releases/2026/06/honeywell-board-of-directors-sets-record-date-and-announces-expected-timing-for-spin-off-of-honeywell-aerospace-and-honeywell-reverse-stock-split
https://www.annuityratewatch.com/
https://www.palifega.org/FAQ
Registered Representative offering securities through Cetera Wealth Services, LLC, (doing insurance business in CA as CFGAN Insurance Agency LLC: CA Insurance License #0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. DSF Wealth Management Group, LLC is not a subsidiary of nor controlled by Cetera. CA Insurance License #0F03577.
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