Effective Date:  February 12, 2025

MARKET UPDATE SUMMARY

U.S. equities, international equities, and bond markets are all off to a positive start in 2025, surprising investors who anticipated a correction due to the administration change and its policy objectives. From mid-December to mid-January, markets traded sideways, during which time investor sentiment collapsed. Since then, markets have stabilized and are near all-time highs. The portfolio was rebalanced in December with allocations now near long-term asset allocation targets. We continue to have a positive outlook for 2025 based on ongoing economic growth and quantitative market indicators. Should the market rally significantly or experience a correction of 10% or more, we would likely rebalance the portfolio. We will keep you informed should either scenario occur.

CLICK HERE to watch the Market Update video.

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