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Navigating a Volatile Quarter

Navigating a Volatile Quarter

by Nathan White, CIO As we close the first quarter of 2025, the investment landscape has been shaped by evolving economic policies, market volatility, and the enduring importance of disciplined portfolio management. While long-term investing remains the foundation of...
Q1 2025 Review and Recommendations

Q1 2025 Review and Recommendations

by David Young, President Market Overview: The first quarter of 2025 was marked by significant volatility, mainly driven by rising trade tensions and substantial tariffs imposed by the U.S. administration. The S&P 500 dropped by 4.3%, representing its worst...