All three of the major indexes ( ^DJI , ^GSPC , ^IXIC ) rebound from a selloff fueled by the Federal Reserve's 2025 forecast coming in more hawkish than expected. Haywood Wealth Management president and co-founder Justin Haywood joins Wealth! Host Brad Smith to break down what investors should consider when positioning their portfolio.

"I would call yesterday's move a hawkish cut," Haywood says, adding, "I think the Fed was probably reluctant to make this cut. They may have backed themselves into a corner in a sense with their rhetoric in September. And I think they felt like they needed to make this cut."

Looking forward to 2025, he says, "the sentiment should be relatively bullish" despite uncertainty around President-elect Donald Trump's policies. "You want to ride this out," he tells Yahoo Finance.

Haywood outlines his top picks, saying, "Technology remains a strong play moving into 2025." He names Apple ( AAPL ), Tesla ( TSLA ), and Palantir ( PLTR ).

To watch more expert insights and analysis on the latest market action, check out more Wealth here .

This post was written by Naomi Buchanan.