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Staying Calm in Uncertain Times – Navigating Volatile Markets

Staying Calm in Uncertain Times – Navigating Volatile Markets April 2025 Understanding Market Volatility In today’s unpredictable economic environment, market volatility remains a constant challenge for investors. Geopolitical tensions, shifts in government policy and unforeseen global events all contribute to…

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March 2025 Market Recap

March 2025 Market Recap. If you have any questions, or wish to speak with an Advisor, please do not hesitate to contact us. Open image for disclosures and list of indices representing each asset class. Past performance does not indicate…

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Market Review – Trumpenomics

Market Review Trumpenomics “Stay focused and do not play into emotions.” Investors rotate toward certainty as President Trump seeks to reshape the economy. March 2025 Key Observations U.S. Equity Selloff – The S&P 500 fell -5.6% in March and -4.3%…

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February 2025 Market Recap

February 2025 Market Recap. If you have any questions, or wish to speak with an Advisor, please do not hesitate to contact us. Open image for disclosures and list of indices representing each asset class. Past performance does not indicate…

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January 2025 Market Recap

January 2025 Market Recap. If you have any questions, or wish to speak with an Advisor, please do not hesitate to contact us. Open image for disclosures and list of indices representing each asset class. Past performance does not indicate…

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Market Review – Change in Leadership

Market Review Change in Leadership January marks political and market shifts in leadership. Key Observations Markets Adapt to Policy Shifts – President Trump’s executive orders kept investors on edge, but his position on tariffs provided a tailwind for international markets….

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Quarterly Considerations – 12.31.2024

If you have any questions, or wish to speak with an Advisor, please do not hesitate to contact us. Open image for disclosures and list of indices representing each asset class. Past performance does not indicate future performance and there…

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December 2024 Market Recap

December 2024 Market Recap. If you have any questions, or wish to speak with an Advisor, please do not hesitate to contact us. Open image for disclosures and list of indices representing each asset class. Past performance does not indicate…

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November 2024 Market Recap

November 2024 Market Recap. If you have any questions, or wish to speak with an Advisor, please do not hesitate to contact us. Open image for disclosures and list of indices representing each asset class. Past performance does not indicate…

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October 2024 Market Recap

October 2024 Market Recap. If you have any questions, or wish to speak with an Advisor, please do not hesitate to contact us. Open image for disclosures and list of indices representing each asset class. Past performance does not indicate…

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September 2024 Market Recap

September 2024 Market Recap. If you have any questions, or wish to speak with an Advisor, please do not hesitate to contact us. Open image for disclosures and list of indices representing each asset class. Past performance does not indicate…

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Quarterly Considerations – 09.30.2024

If you have any questions, or wish to speak with an Advisor, please do not hesitate to contact us. Open image for disclosures and list of indices representing each asset class. Past performance does not indicate future performance and there…

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