Summer 2025 Newsletter: A New Era of Acceleration 

The substantial volatility witnessed in April – and the sharp reversal that followed in May – serve as a reminder of just how quickly sentiment can shift. It is also a reason why we continue to emphasize the importance of discipline in investing. In our attached summer newsletter, “A New Era of Acceleration,” we discuss how we may have entered a new era – one where political disruption, rapidly shifting policies and the velocity of digital information collide. In a world where headlines can move markets in minutes, resisting the impulse to react can be key.

As the tariff situation remains in flux and continues to evolve, the economic implications are likely to become more pronounced in the months to come. We’ve navigated periods like this before and continue to stay grounded in longer-term planning through the inevitable uncertainty. 

 

Click Here: Summer 2025 Newsletter