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MARKET REVIEW: 1Q 2025

After a post-election rally late in 2024, the S&P 500 reserved course and touched correction territory in the new year. The fear of potential consequences drove the S&P 500’s dramatic decline of over 10% between February 19 and March 13, one of the fastest market corrections in the past century.

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THE TAXMAN

No one is proposing a 95% tax rate, and exactly how it will be is still uncertain, but increases are imminent at both the state

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CHECKING OUT THE ALTERNATIVES

Faced with rock-bottom interest rates, higher inflation, higher valuations, and crowded or over-hyped markets for traditional stocks and bonds, it’s only natural for wise, experienced

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