Just a brief check-in after a new report shows the U.S. economy contracted by 0.3% in the first quarter of 2025, marking the first instance of negative growth in three years. 1 Alongside the shrink, the instability caused by trade policies and remaining inflation has the Fed feeling cautious about acting on interest rates. 2 Meanwhile, in the middle of all these cautionary indicators, the S&P 500 and the Dow each had seven-day winning streaks. 3
I understand it can sometimes be difficult to make sense of these up-and-down reports. Wouldn’t it be great if someone could help you do just that?
Here at Wealth With No Regrets®, my team and I actively monitor all the changing indicators, so our clients don’t have to decipher the economic tea leaves. What’s more, those who work with us have the solid foundation of a diversified financial plan to provide certainty in their financial futures even in the midst of uncertain markets.
We’d love the opportunity to do the same for you. Here’s a look at some of the ways we can help ensure your financial goals stay on track:
Focus on Resilience: We work to create a diversified, long-term strategy designed to account for and help weather periodic economic hits.
Seek Opportunities: Even in the midst of market unsteadiness, there is some good news. Today, resilience in consumer spending (+0.7% in March) and cooling price pressures have curbed fears of stagflation. 4 At the same time, the Federal Reserve has signaled caution in making additional interest rate cuts, which has meant competitive high-yield savings options (up to 5% APY), continue to be available. 5
Active Monitoring: We carefully watch these and other economic developments so we’re ready should there be a need to consider any adjustments in your plan. We’ll quickly notify you and work with you to explore all the options for keeping you on track to achieving your goals.
Curious about the benefits of strategic investment planning? Let’s schedule a call. I’d love to share more insights on how we can position your portfolio for both resilience and long-term success, as part of a fully integrated plan.
Sincerely,
Barry
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“Courage is not the absence of fear. It is going forward with the face of fear.”
– Abraham Lincoln