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Navigating Market Uncertainty
This chapter examines the complexities of the U.S. stock market amid uncertainties stemming from President Trump's policies on tariffs and immigration. It highlights the shift in investor sentiment as the S&P 500 lags behind global markets, delving into the challenges of portfolio construction and risk management. The discussion also explores innovative strategies, such as option overlays, to enhance tax efficiency and navigate the intricacies of the current investment landscape.