Portfolio Update – May 2025: Key Adjustments & Our Current Outlook
We've made tactical adjustments to your portfolios aimed at ensuring your financial plan remains robust and aligned with your long-term goals.
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.
Markets are doubting U.S. growth and equity strength. Yet economic conditions do not signal a downturn. Resilient earnings keep us overweight to U.S. stocks.
Structural shifts, like artificial intelligence, are reshaping economies. We stay pro-risk and are U.S. stocks overweight as we see beneficiaries broadening.
Capital gains taxes apply to more than stocks. And the amount you pay will depend on a variety of factors. Here's how capital gains taxes work and a few methods you can use for reducing them.