*Please note: This was recorded on April 2, 2025, prior to the significant market volatility that began on April 3*
In our latest quarterly investment outlook video, Ali Phillips, President and Partner, highlights our firm’s financial planning initiatives and introduces Adam Savin, Vice President of Investments and Partner, who provides an in-depth market analysis and outlook for the rest of 2025. Earlier investor optimism about broad tailwinds and deregulation from the new administration has given way to a more complex reality—one focused on recalibrating global trade relationships, addressing budget deficits, and reshaping how government operates. Both President Donald Trump and Treasury Secretary Scott Bessent have acknowledged that markets may experience a “detox” period as these structural changes take place. This represents a major policy pivot that warrants careful consideration as we position portfolios for the months and years ahead.
