Make an Appointment
Client Access

April 7, 2025

2025 Q1 Capital Market Review: Bop ‘Til You Drop?

As we closed out 2024, there was cautious optimism that the markets might keep up their unprecedented growth despite looming concerns—from tariffs to signs of a weakening economy. But the first quarter of 2025 had other plans.

In this quarter’s Capital Market Review, Jim Kruzan, CFP®, CRPC®, takes a closer look at how things have played out and where we could be heading from here.

The theme this quarter—“Bop ‘Til You Drop”—comes from the old Ramones song, and it’s fitting. Markets have been bouncing along like they often do during recessionary stretches… until a big drop. The question now is: are we at that turning point?

In this video, Jim covers:

  • What current market movements tell us about where we are in the economic cycle

  • The Federal Reserve’s tone: hawkish or dovish?

  • How tariffs and other policy moves are influencing investor sentiment

  • Market valuations, momentum shifts, and sector leadership changes

  • The strategic portfolio adjustments we’re making and the reasoning behind them

Watch the full review below. 

We continue to monitor the data, assess risks and opportunities, and make well-informed decisions to help our clients stay on track—no matter what the market throws our way.

Have questions about how this market commentary might impact your financial goals? Reach out to your Kaydan Wealth Management advisor—we’re here to talk through it with you.

Not yet working with us? We’re happy to connect. Schedule a conversation to see how our team can help you make sense of today’s markets—and plan for tomorrow.

Did you find this content helpful?

Yes

Awesome, we’ll send you more information.

Make an Appointment
Unlock Exclusive
Financial Insights

Follow us to stay connected
Facebook Linkedin Instagram Twitter Youtube

Barron’s
Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rankings are based on data provided by over 6,186 individual advisors and theirfirms and include qualitative and quantitative criteria. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice, and philanthropic work. Investment performance is not an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment-picking abilities. The ranking may not be representative of anyone client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance. Kaydan Wealth Management, Inc. does not pay a fee in exchange for this award/rating. Barron’s is not affiliated with Kaydan Wealth Management, Inc.

Forbes
SHOOK does not receive compensation in exchange for its Top Advisor placements or rankings, which are determined independently (see methodology). Participation in this directory is limited to ranked advisors; once placed on a ranking, advisors may choose to pay fees to Forbes and Shook for premium listing features as indicated by highlighted names. Investors must carefully choose the right advisor for their own situation and perform their own due diligence. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. For more information, please see www.shookresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC. Forbes is not affiliated with Kaydan Wealth Management, Inc.

Investment advisory services offered through Kaydan Wealth Management, Inc., a Registered Investment Advisor with the United States Securities and Exchange Commission. The firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by securities regulators nor does it indicate that the advisor has attained a particular level of skill or ability. This website is a publication of Kaydan Wealth Management, Inc. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Professional advisors should be consulted before implementing any of the options presented. Information on this web page is not an offer to buy or sell or a solicitation of any offer to buy or sell the securities mentioned herein. Information on this web site does not involve the rendering of personalized investment advice but is limited to the dissemination of general information on products and services. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change. External links are being provided for informational purposes only. Past performance may not be indicative of future results. Investing involves varying degrees of risk and there is no guarantee that any specific investment will either be suitable or profitable for a client’s investment portfolio.

©2025Banco de Mexico Diego Rivera Frida Kahlo Museums Trust, Mexico, D.F. / Artists Rights Society (ARS), New York

Make an Appointment
Client Access
Call Us (800) 638-6900
Form CRS & Disclosures
Unlock Exclusive
Financial Insights

Follow us to stay connected
Facebook Linkedin Instagram Twitter Youtube