With recent policy changes and economic data creating market waves, we want to keep you informed on what’s happening and what it means for your investment portfolio.
Our broker-dealer, Kestra Financial, recently published an excellent piece, Tariffs, Tech and Turning Tides. March 2025 This report explores the impact of new tariffs, the latest economic indicators, key investment themes shaping this market, and recent, heightened volatility as a result.
Key takeaways include:
- Tariff Impact: The latest round of tariffs covers a wider range of goods, but their long-term economic impact remains uncertain.
- Economic Signals: A downward revision in GDP estimates has raised concerns, though it appears to be more of a short-term market reaction than a sign of deep economic weakness.
- Investment Insights: While U.S. equities have faced pressure, international markets and fixed-income investments continue to show resilience, reinforcing the value of diversification.
At Henry Wealth Management, you've heard us preach many times that market fluctuations are a normal part of investing and our mantra, "Build a portfolio that you can live with, then live with it," is something worth repeating and adhering to, especially in these current times.
Please read the report and contact us with any questions or concerns.
