April 2025 Market Update

April gave stock market investors a little bit of everything; tears as share prices plunged when President Donald Trump started a global trade war, gasps of relief as they bounced back when he paused some of his harshest tariffs, and confusion as they rose despite increasing signs of economic turmoil. Join us as we discuss the highlights of last months market events.

As always, if you have questions about your portfolio or financial plan, please do no hesitate to give our team a call.

Dollar Cost Averaging

Dollar cost averaging is an investment strategy where you invest a fixed amount of money on a regular schedule. For anyone who is sitting on the sidelines in cash and feeling nervous about potential short-term headwinds, dollar cost averaging is a less stressful way of putting larger sums of money to work for the long-term.

Join us as we explore the concept of dollar-cost averaging, along with its advantages and disadvantages.

Amending Tax Returns

The 2024 tax season has officially ended—except for those with self-employment income and their spouse or partner, who still have until June 16 to file. But what if you need to amend a return you’ve already submitted? Whether it’s due to a mistake, a missing T-slip, or a forgotten donation receipt, here’s what you need to know about changing or correcting your tax return.

Source: AdvisorStream 

Emergency Funds

Whether you're facing a job loss or unexpected expenses, having an emergency fund is a crucial part of financial planning. Here's how to calculate how much you should set aside.

Source: AdvisorStream 

 "Staying The Course" Means More Than Just Staying Invested

Many investors have heard the phrase "stay the course" during times of market volatility—but what does it really mean? While it does refers to sticking with your investment plan, it’s not just about doing nothing. Staying the course also involves taking thoughtful actions that align with your financial goals. Here’s what else you can do beyond simply staying invested.

Source: AdvisorStream

Maximizing Diversification 

In today’s volatile markets, adding alternative investments to your portfolio can be a smart way to enhance diversification. These assets—ranging beyond traditional stocks and bonds—offer the potential to improve both resilience and long-term growth.

Source: AdvisorStream