‘Focusing on Discipline’ in 2025 Investing

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Mel Casey favors the U.S. over the long run, despite believing the SPX is overvalued right now. He discusses sector composition within a portfolio, mixing growth and value, and notes that names highly in favor now can quickly turn. Internationally, he sees broad index investing as more attractive but usually likes to stock pick. He likes ASML (ASML), for example.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-...Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-...Watch on Sling - https://watch.sling.com/1/asset/19192...Watch on Vizio - https://www.vizio.com/en/watchfreeplu...Watch on DistroTV - https://www.distro.tv/live/schwab-net...Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

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