As we’re sure you’ve noticed, in recent days, the financial markets experienced significant volatility, primarily due to escalating trade tensions. The global financial markets are down sharply since Thursday of last week. We see four factors influencing the scenario:
As we move through February, we want to remind you about important tax documents as you prepare for the April 15th deadline. Additionally, with a dynamic start to 2025, we’d like to share an overview of our market research and investment analysis process and philosophy—our foundation for managing your portfolios with care and diligence.
As we traverse through the complexities of the current market landscape, it’s essential to keep a balanced perspective, especially in light of evolving economic indicators and market signals.
One part of our job that we cherish is the opportunity and necessity to keep learning. We learn so much every year from the experiences and reactions we observe while studying the economy and financial markets.
The economy and markets are rarely boring and current times are certainly no exception.
At times like this in particular, it is healthy to remind ourselves of the positive and not always focus on the negative. The list of factors that will drive the US economy into the future is exciting.