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.
Join our free 20-minute Engineering Your Best Retirement webinar to learn how taxes, Social Security, investments, and planning decisions work together.
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.
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