During the weekend of June 22nd, 2025, the United States became involved in the Iran-Israel conflict by deploying over 125 aircraft, including seven B-2 Stealth bombers, to strike select nuclear sites in Iran using “bunker buster” munitions (ABC News).

This event, combined with ongoing tariff negotiations, contributed to a volatile period for global markets. Despite the headlines, the market showed resilience and moved slightly higher overall (Yahoo Finance).

Where Do We Go From Here? 

Anything is possible, and you could argue this is a time that is more unpredictable than most, so if you’d like to adjust your exposure to stocks in any way within your personal portfolio or have had any changes to your risk tolerance, please let us know.

For the past 3 months, we’ve repeatedly predicted that the market would rebound and that the market would hit a new all-time high. We believe the market will actually go above and beyond the previous all-time high and that it will most likely occur sooner rather than later, despite all of the geopolitical and tariff headlines.

However, please expect some headlines to scare the market into a shorter-term drop at some point, maybe even as much as a 10% drop, before rebounding again in our opinion. In our opinion, the most likely scenario is that by the time 2025 comes to a close, the market will be higher than it is now; however, anything is possible.  

 

Speak With a Trusted Advisor

If you have any questions about your investment portfolio, retirement planning, tax strategies, our 401(k) recommendation service, or other general questions, please give our office a call at (586) 226-2100. Please feel free to forward this commentary to a friend, family member, or co-worker. If you have had any changes to your income, job, family, health insurance, risk tolerance, or your overall financial situation, please give us a call so we can discuss it.

We hope you learned something today. If you have any feedback or suggestions, we would love to hear them. 

Sincerely,

Kenneth Wink

With contributions from Robert Wink, James Wink, Zachary Bachner, James Baldwin, and Daniel Ladzinski

Ken Wink is the Co-Founder and Chief Compliance Officer of Summit Financial Consulting, LLC. With over two decades of experience in the financial services industry, he is deeply knowledgeable and passionate about explaining complex financial concepts in understandable terms. Ken writes articles geared towards conveying financial topics in clear, straightforward language, making them accessible to everyday people.

 

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Notes & Disclaimer:  Investment advisory services are offered through Summit Financial Consulting LLC, an SEC registered investment advisory firm.  Summit Financial Consulting Investment Advisory Firm Representatives do not render tax, legal, or accounting advice. Life/Annuity Insurance products and services offered by the individual insurance agent. Health insurance is offered through Summit Health Services, LLC and Property/Casualty (P&C) Insurance is offered through Summit Insurance Services, LLC and our local P&C agency partners. Please update Summit Financial Consulting LLC, if your investment objectives have changed or if the personal or financial information previously provided has changed. Past performance is no guarantee of future results. Representatives of Summit Financial Consulting LLC offer tax preparation services through Summit Tax Services. Summit Tax Services is a DBA of Heemer Klein & Company and they are owned and operated independently.