Investing Independence in 2025: So far, so good

As we reflect with gratitude for the freedom we experience and remember the history of our country on Independence Day, I'd like to look back at the first half of 2025 with an eye on why working with an independent firm like EWM has worked out for portfolios under our care.

A summary of an investor mindset may have been something like this:

End of January: This is great

Beginning of April: This is terrible

End of June: This is great

The key to feeling the way you do at this point in time is making the right decisions through the large decline we experienced in March into April. Not only sticking with your plan but adding and allowing us discretion to be buyers into the fear, we believe we are now situated in a good spot heading into the second half of 2025.

How are we positioning portfolios now? With the Dow reaching close to its all time high, we have found value in investments that pay a good yield. We expect rates to hold or decline and support the economy. Though volatility may remain and we expect a dip ahead, there are some nice ways to provide income within portfolios. As you review your plan, contact us if you have any changes in your goals or needs for income.

Enjoy the July 4th Holiday and Keep the Faith!

Author: Steve Economopoulos

Published: 7/3/2025

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