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Mid-Year Review: Staying Disciplined Amid Mixed Signals
In this mid-year edition of The Wealth Enterprise Briefing, Michael Zeuner and Sam Sudame of WE Family Offices revisit the macro themes shaping 2025 and assess whether their core investment strategy still holds.
What began as a year marked by policy uncertainty is starting to crystallize. Tariffs, once assumed to be negotiation tools, have become real economic levers, now filtering into inflation data. Meanwhile, tax cut extensions have delivered short-term stimulus but added to long-term fiscal pressures. Together, these forces are reshaping expectations for growth, inflation and interest…
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