Spring 2025 Investment Commentary

Markets faced a sharp reversal in tone during the first quarter of 2025. After a strong finish to 2024, the S&P 500 fell 4.6%, marking its worst quarterly performance since Q3 of 2022.

Spring 2025 Market Update - Join Us April 23rd

Join us April 23rd as we unpack the key themes and turning points from the first quarter and explore what they could mean for the rest of the year.

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Research and Insights

Spring 2025 Investment Commentary
Investment Commentary
Spring 2025 Investment Commentary

By the end of the quarter, the S&P had dipped into correction territory before recovering slightly, finishing just shy of 10% below its February peak.

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The S&P Just Had a Monster Day – Here’s What History Tells Us
Investment Insights
The S&P Just Had a Monster Day – Here’s What History Tells Us

Historically, the biggest up days in the market don’t tend to show up during periods of calm or stability.

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Making Lemonade out of Lemons – and Knowing When to Sip the Lemonade
Investment Insights
Making Lemonade out of Lemons – and Knowing When to Sip the Lemonade

Using Market Volatility to Harvest Losses and Take Gains on Highly Appreciated Securities

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2025 Tax Plan: Potential Impacts on Markets and the Economy
Investment Commentary
2025 Tax Plan: Potential Impacts on Markets and the Economy

As the first quarter progresses, the House of Representatives has passed a new spending bill, introducing several measures aimed at boosting the economy and benefiting everyday investors.

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Navigating Market Volatility Amidst Trade Policy Shifts: Is Trump Engineering a Hard Reset?
Investment Insights
Navigating Market Volatility Amidst Trade Policy Shifts: Is Trump Engineering a Hard Reset?

With new tariffs imposed on imports from Canada, Mexico, and China, and immediate retaliatory measures from these nations, investors are grappling with uncertainty.

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HSA Savvy: Health Savings Account Planning Opportunities
Financial Planning
HSA Savvy: Health Savings Account Planning Opportunities

HSAs, unlike Traditional IRAs, do not have required minimum distributions (RMDs), allowing the funds to grow tax-deferred indefinitely.

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Schedule your complimentary portfolio review process today

Our goal after the portfolio review is to give you a better understanding of your portfolio’s sensitivity to the market, all-in fees (including embedded fees), performance and tax harvest opportunities.