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  • April 10, 2025

    Quarterly Outlook: Slower Growth Expected Amid Shifting Trade Policies

    The U.S. economy shows early signs of slowing in 2025 as uncertain trade policy rattled markets in the first quarter and into early April. Our Quarterly Outlook explores what may be ahead for markets and the economy.

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  • April 03, 2025

    Market Update: The Trump Tariff Strategy

    In this environment, it’s worth remembering that the long-term return expectations embedded in financial plans are designed to include significant annual variations from both buoyant market periods (like 2023 and 2024) and challenging markets (like 2022) alike.

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  • March 31, 2025

    Is U.S. Outperformance Sustainable?

    Over the last decade, U.S. stocks have enjoyed a strong run, significantly outperforming international markets. But if history is any guide, market cycles tend to shift over time. What might this mean for investors?

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