Q2 2025 Market Commentary

In our March 2025 newsletter, we expressed that uncertainty continues to linger. Inflation concerns remained a top priority, and global trade tensions are still not expected to ease quickly. In reflection, while the Federal Reserve recently took a position of "hold, and wait" with rates, the uncertain short and long-term impact on the economy of the Trump Administration sweeping tariff enactments have caused most major market indices into bear territory.

We are closely monitoring indicators and each major development to inform ongoing adjustments. 

Periods of volatility often present long-term opportunities. While maintaining a near-term cautious stance, our investment committee remains ready to act on opportunities as they emerge.

That’s why we’re here—to seize investment opportunities, manage risk on your behalf, and help grow your wealth steadily over the long term!
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