As a forward-looking financial planning firm, we are constantly monitoring the economic environment to ensure our investment strategies are positioned to capitalize on emerging opportunities while navigating potential risks. In September 2025, we completed a tactical rebalance of our portfolios, and we wanted to share some of the key insights driving our decisions.
As part of our commitment to keeping you informed, we want to share an important update on the "One Big Beautiful Bill Act" (OBBBA), which was recently signed into law on July 4, 2025. This new legislation replaces the tax rules that were set to expire and introduces significant changes that will impact financial planning for years to come.
The first half of 2025 has been marked by significant headlines, sharp policy shifts, and the market volatility that comes with them. We know that navigating this kind of uncertainty can be challenging, and our goal is to provide clarity on how we are positioning portfolios for the remainder of the year.
We've made tactical adjustments to your portfolios aimed at ensuring your financial plan remains robust and aligned with your long-term goals.
Wrought Insights for April 11, 2025 - Growth expectations lowered, diversification has been working, and staying invested
The new tariffs announcements are creating significant uncertainty in markets. For investors, the key take-away is increased volatility and the potential for both slower economic growth and higher inflation makes it more important than ever to have a diversified portfolio and solid financial plan.