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Investor Brief

Investor Brief: A Balanced Perspective – Market Volatility and Recession Fears

Clearly 2025 has not started out the way most investors would have wanted. The stock market has stumbled with the S&P 500 declining year-to-date. While tariffs have garnered the most attention, investors are also concerned about mixed economic signals including weak consumer confidence, hotter inflation, government worker layoffs, and more.

Investor Brief: Tariffs, Today A Perspective on Tariff Policy Impacts from Reliable Sources

It looks like some tariffs will be imposed this week. Imposing a tariff is like using a chainsaw instead of a paring knife to cut an avocado; crude, messy, and generally ineffective.

Investor Brief: Navigating Tariff Policy

Diversified Portfolios Can Help Investors Weather Global Policy Changes

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