𝗬𝗲𝗮𝗿 𝘁𝗼 𝗱𝗮𝘁𝗲 (𝗮𝘀 𝗼𝗳 June 14th), 𝘁𝗵𝗲 𝗺𝗮𝗿𝗸𝗲𝘁 𝗵𝗮𝘀 𝗯𝗲𝗲𝗻 𝗿𝗲𝗹𝗮𝘁𝗶𝘃𝗲𝗹𝘆 𝗳𝗹𝗮𝘁 — 𝗯𝘂𝘁 𝗶𝘁 𝗰𝗲𝗿𝘁𝗮𝗶𝗻𝗹𝘆 𝗵𝗮𝘀𝗻’𝘁 𝗳𝗲𝗹𝘁 𝘁𝗵𝗮𝘁 𝘄𝗮𝘆. But given all the recent headlines, it’s been tough to tune out all the noise
When Trump was elected, some clients wanted to pull everything out of the market, while others wanted to go all in. Some feared the system would implode; others thought it marked the start of an economic renaissance.
This year so far has been dominated by tariff headlines, war, protesting, and daily breaking news. Markets reacted with sharp swings, driven by uncertainty.
The media’s job is to grab attention, and nothing grabs it like drama. While 2025 has certainly brought its share of irregularities, falling into the trap of “this time it’s different” can be catastrophic to a financial plan.
𝗬𝗲𝗮𝗿 𝘁𝗼 𝗱𝗮𝘁𝗲 (𝗮𝘀 𝗼𝗳 June 14th), 𝘁𝗵𝗲 𝗺𝗮𝗿𝗸𝗲𝘁 𝗵𝗮𝘀 𝗯𝗲𝗲𝗻 𝗿𝗲𝗹𝗮𝘁𝗶𝘃𝗲𝗹𝘆 𝗳𝗹𝗮𝘁 — 𝗯𝘂𝘁 𝗶𝘁 𝗰𝗲𝗿𝘁𝗮𝗶𝗻𝗹𝘆 𝗵𝗮𝘀𝗻’𝘁 𝗳𝗲𝗹𝘁 𝘁𝗵𝗮𝘁 𝘄𝗮𝘆. But given all the recent headlines, it’s been tough to tune out all the noise
When Trump was elected, some clients wanted to pull everything out of the market, while others wanted to go all in. Some feared the system would implode; others thought it marked the start of an economic renaissance.
This year so far has been dominated by tariff headlines, war, protesting, and daily breaking news. Markets reacted with sharp swings, driven by uncertainty.
The media’s job is to grab attention, and nothing grabs it like drama. While 2025 has certainly brought its share of irregularities, falling into the trap of “this time it’s different” can be catastrophic to a financial plan.
𝗦𝗼 𝗵𝗼𝘄 𝗱𝗼 𝘄𝗲 𝗱𝗿𝗼𝘄𝗻 𝗼𝘂𝘁 𝘁𝗵𝗲 𝗻𝗼𝗶𝘀𝗲? 𝗕𝘆 𝗵𝗮𝘃𝗶𝗻𝗴 𝗰𝗹𝗲𝗮𝗿 𝗶𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗽𝗿𝗶𝗻𝗰𝗶𝗽𝗹𝗲𝘀.
Logical, disciplined principles make decision-making easier — especially when emotions run high.
For example:
• A 35-year-old investor will see multiple administrations come and go before tapping retirement accounts. With a long time horizon, staying invested is key to compounding growth.
• A 60-year-old retiring this year needs the safety of principal to cover the next few years, in case the market takes a downturn. Their balance sheet should have that safety net in place.
By grounding decisions in 𝘬𝘯𝘰𝘸𝘯 𝘷𝘢𝘳𝘪𝘢𝘣𝘭𝘦𝘴, not headlines, we can tune out the noise and stay aligned with the plan.
There’s a movie quote from Matthew McConaughey that always makes me laugh — but there’s truth in it:
“Nobody — and I don't care if you're Warren Buffett or Jimmy Buffett — knows if a stock is going to go up, down, sideways, or in circles.”
Let’s make investment decisions based on our 𝘨𝘰𝘢𝘭𝘴 and our 𝘱𝘳𝘪𝘯𝘤𝘪𝘱𝘭𝘦𝘴, not predictions.
