The Wednesday Weekly
Financial Market Insight December 10th, 2025
Weekly Market Insight
Welcome to our weekly market update. This newsletter is designed to provide you with current market data, investment insights, and educational information about market trends and strategies. The content herein represents our observations and analysis of market conditions and is intended for informational and educational purposes only. It does not constitute personalized investment advice or a recommendation for any specific security or strategy.
Major Market Indexes
Closing Price as of 12/9/25
The Strong Tower Difference
Ask Yourself…
What do you own?
Why do you own what you own?
Do you know what you're truly paying for your investments?
If you can’t answer these three questions, watch this video right away.
Current Items of Interest
Four in a Row??
The U.S. stock market has experienced multiple years of strong returns. Notably, the S&P 500 achieved four straight years of positive performance. Historically, such extended streaks are considered exceptional and typically followed by periods of moderation or volatility.
Strategies to Consider
Investors are naturally concerned about when the next market shift may occur. At Strong Tower, we prepare for multiple potential market environments rather than attempting to predict a single outcome. Our focus remains on sector positioning overweighting stronger sectors and underweighting or avoiding weaker ones.
Market Scenarios and Strategy
Below we present three possible scenarios of where the markets may go and how our investment strategies will respond.
1. Continued Market Growth
Maintain current sector weightings
Adjust allocations as sector performance shifts
2. Moderate to Flat Market
Rotate sector exposures as trends change
Increase cash positions where opportunities arise
3. Market Weakness or Declines
Emphasize cash to limit downside risk amid rising volatility
Avoid heavy investments; allow market rotations to develop
Summary
Our strategy is adaptive, prioritizing sector strength while maintaining flexibility to respond to changing market conditions.
Current Strong Tower Model Allocation
Clients Only — Allocation as of 12/9/25
Bottom Line:
Continued strength in Technology/Financials/Consumer Cyclicals from a weak November.
Further improvement in Healthcare with continued weakness in Energy/Real Estate/Non-Cyclicals.
70.10% of our model is in currently in the top 4 Industry Groups.
93.52% of our model is currently in the top 8 Industry Groups.
About Us
At Strong Tower Wealth Management, we offer comprehensive wealth management services using a goal-focused and holistic approach that considers each client’s overall financial situation, including their family, circumstances, and objectives. Our services include investment management, insurance planning, and estate planning coordination, provided with an emphasis on clarity and transparency.
Not a client yet? We invite you to schedule an introductory meeting with Brett to discuss your financial goals and learn more about how we can support you.
Merry Christmas!
Brett Lewis
Founder / Managing Director
Strong Tower Wealth Management
www.strongtowerwealthmanagement.com