Helping you navigate the market's twists and turns.


Live From Philly
ADVISOR EVENT
Estate Planning Essentials
LOCATION
Webcast

Patrick Schultz, J.D., CEPA®
Senior Wealth Planner
Date
July 23rd, 2025
TIME
11:00 am ET
TOPIC
Clients count on you to guide them through life’s biggest transitions, and estate planning is one of the most critical — and overlooked — parts of that journey.
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In the final month of Q1, the market declined due to heightened tariff concerns and economic uncertainty with single digit price declines in the major U.S. benchmarks versus gains in global markets.
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Monthly Moves
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The Trump administration’s inconsistent tariff policies with major trade partners like Mexico, Canada, and China dampened investor optimism and consumer sentiment in February.
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Monthly Moves: Charting Our Strategies, January 2025
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Albeit a small gain in mostly interest rate agnostic U.S. large-cap growth stocks, stocks broadly declined in December as the U.S. Central Bank gave investors a “hawkish cut” of 0.25% in the fed funds rate to 4.50%.
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