Market Update: February 2025

Good morning Everyone, 

In light of the recent news over the weekend, I wanted to reassure you that we are working with top portfolio managers and CFA professionals who are closely monitoring the situation. They will make informed decisions about when to adjust their strategies, including when to sell off stocks or hold cash.

We've already received insights from several economists this year, providing us with reassurance. While the market may experience volatility, staying steady and focused on the long-term plan is the most prudent approach. We understand that everyone’s financial situation is unique, and we are here to support you through this period.

If you have any questions or would like to discuss your portfolio, please don't hesitate to reach out—our team is here for you.

Thank you,

Cheryl Campbell