Quarter in Charts – Q1 2025

This most recent quarter and the Tariff announcements immediately afterward (which we detailed in our Tariffs and a Declaration of Parental Independence blog post here) reminded investors that markets don’t move in straight lines. After a strong end to 2024, stocks stumbled out of the gate this year. The S&P 500 declined -4.3% as interest

Life Lessons: Mr. Early Achiever

I’ve never enjoyed waiting for things. Patience is a muscle I’ve had to exercise and strengthen, whether I’ve wanted to or not. Ironically, one of the hardest things to wait patiently for is “experience.” Of course, always looking for a more efficient way, I wondered if I could gather up others’ experiences and learn from