While the timing and extent of any future moves remain uncertain, the evidence suggests that the case for easing is gaining traction - even if not yet broadly embraced.

By the end of the quarter, the S&P had dipped into correction territory before recovering slightly, finishing just shy of 10% below its February peak.

Historically, the biggest up days in the market don’t tend to show up during periods of calm or stability.

Using Market Volatility to Harvest Losses and Take Gains on Highly Appreciated Securities

As the first quarter progresses, the House of Representatives has passed a new spending bill, introducing several measures aimed at boosting the economy and benefiting everyday investors.

With new tariffs imposed on imports from Canada, Mexico, and China, and immediate retaliatory measures from these nations, investors are grappling with uncertainty.

HSAs, unlike Traditional IRAs, do not have required minimum distributions (RMDs), allowing the funds to grow tax-deferred indefinitely.

Withum Wealth proudly congratulates Monica Jalife, CFA, CFP, for earning a top 10 spot in Forbes’ 9th Annual Top Women Wealth Advisors Best-in-State list.

While tariffs introduce short-term uncertainty, history has shown that markets adapt.