The first quarter of 2025 was marked by significant economic, geopolitical, and market turmoil in the United States. While initial economic data from the prior quarter was strong, sentiment turned negative in Q1, leading to increased market volatility, a correction in U.S. equity markets, and falling Treasury yields.
Change is constant and comes in many forms. Our mission is unwavering: helping clients stay on course and build long-term wealth, while protecting short-term spending needs from unexpected volatility.
Read our Q1 market update for a more in-depth analysis, and to get our perspective on it all.
An update on the second round of sweeping legislative reforms
