Webinar: 2025 Midyear Outlook

Pragmatic Optimism, Measured Expectations

Watch our webinar below: 2025 Midyear Outlook: Pragmatic Optimism, Measured Expectations.

This webinar covers market insights on what we can expect from the economy, stocks, bonds, and more through year end.

Get timely insights to help you plan confidently for the rest of the year. This webinar offers an in-depth look at market trends, economic expectations, and key factors shaping the investment landscape through year-end.

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We started 2025 on a strong note, while knowing that no market environment is permanent and that change can happen quickly. This year, change has brought more volatility.

Policy decisions have played a big role in market trends. Uncertainty around trade policy affected the stock market in the first half of the year and is expected to continue shaping it in the second half.

LPL Research expects slower economic growth, a weaker job market, and slightly higher inflation in the second half of the year as the effects of trade policy appear. This will make the Federal Reserve’s job more difficult as it works to balance inflation and employment. As a result, interest rates will likely stay higher for longer.

We’ll help you make sense of what’s ahead and what it could mean for your financial decisions.

Access the full report from LPL Research here.

Q&A with a Professional Panel

Our panel has extensive experience in the financial industry:

• Mike Rogers, AIF® – President and founder of 360 Financial. As a fiduciary, he utilizes his 30+ years of experience to orchestrate and implement customized strategies tailored to address the issues and concerns of qualified retirement plan trustees, high-level professionals, and thriving business owners.
  

• Brian Bohnsack, AIF® – Senior Vice President of 360 Financial, Financial Advisor, Managing Principal of the Elk River Office. Brian specializes in risk management, including life and health insurance.

  
  

• Michael Urch, CFP®  – As a Certified Financial Planner™, Michael advises his clients on insurance planning, investment planning, retirement income planning, tax planning, and estate planning.

Webinar Presenter Bios

Mike Rogers, AIF®, Founder of 360 Financial Mike Rogers is the President and founder of Wayzata-based 360 Financial. Prior to establishing the firm in 1995, he spent seven years building a solid financial base with two of the nation’s largest investment firms. As a fiduciary, he utilizes his 30+ years of experience to orchestrate and implement customized strategies tailored to address the issues and concerns of qualified retirement plan trustees, high-level professionals, and thriving business owners.

Brian Bohnsack, AIF®, Senior Vice President Brian is a Managing Principal of Elk River Office and a wealth advisor. Brian attained a bachelor’s degree in accounting, earned his FINRA series 7 and 66 securities registrations through LPL Financial, and carries life and health insurance licenses. Brian has a wide range of experience in financial services, accounting, and management. He loves working directly with his clients to help them learn more about their goals and dreams and educate them about financial planning and investing.

Michael Urch, CFP®, Senior Wealth Manager

As a CERTIFIED FINANCIAL PLANNER™, Michael advises his clients on insurance planning, investment planning, retirement income planning, tax planning, and estate planning. Prior to joining 360, he spent nine years honing his skills first at a Fortune 100 Financial Services Company and then at independent, planning-centric firms. He graduated magna cum laude from Bethel University with a BA in economics and finance, as well as a minor in mathematics.

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This material is for general information only and is not intended to provide specific advice or recommendations for any individual. The economic forecasts may not develop as predicted. Please read the full 2025 Midyear Outlook: Pragmatic Optimism, Measured Expectations for additional description and disclosure. This research material has been prepared by LPL Financial LLC.

About 360 Financial

360 Financial is an independent wealth management firm with a team of specialized financial advisors and financial planners. As fiduciaries, 360 Financial’s advisors provide services to business owners, entrepreneurs, and professionals. We help investors with sudden wealth, retirement planning, tax planning, estate planning, and business financial planning. 

Headquartered in Minnesota, we serve investors across the US with online and in-person wealth management and financial planning services.