MARKET NAVIGATION: FINDING CLARITY AMID TARIFF TURBULENCE
The first quarter of 2025 has delivered extraordinary market volatility—a pattern that has intensified as we move through April. For investors watching their portfolios during this period, the experience has undoubtedly been challenging.
While challenging markets test our emotional discipline, they also create opportunities. Companies with pricing power, strong balance sheets, and adaptable business models often emerge from economic uncertainty even stronger. The same is true for investors who maintain discipline during volatility.
DISRUPTORS ARE WHY WE HAVE A PLAN
disruptor
noun
A person or thing that prevents something, especially a system, process, or event, from continuing as usual, or as expected.
Disruptors are why we have a plan. A solid, holistic financial plan that accounts for how we hope the next several decades of life will go and how life may end up going, should the worst-case scenario happen (while also accounting for various shades of gray in between).
NORMAL’S JUST A SETTING ON MY DRYER
As we continue into the Spring season, we are reminded again that “Normal’s just a setting on my dryer” (as one of our older, "she's-seen-it-all" clients likes to say). To her point, there's been nothing normal about 2024 so far – Bitcoin, gold, and the stock market all at all-time highs through the end of the first quarter, a solar eclipse, the Francis Scott Key Bridge collapse in Baltimore, a sports-betting scandal, an impending and contentious presidential election only a few months from now, and who can forget about Taylor and Travis?
While this leap year keeps us on our toes, we are committed to keeping you informed and engaged in these dynamic times.