In this webinar, Melissa Joy, CFP® explores the shifting economic environment of spring 2025, offering valuable context, strategies, and action steps for investors navigating market volatility.
Melissa highlights the lessons history can teach us about today’s market movements, the potential inflationary effects of tariffs, the critical role of the Federal Reserve, and why emotional decision-making can derail long-term financial goals. She provides a timely reminder that diversification and a focus on fundamentals remain crucial, even as headlines create uncertainty.
For investors and planners alike, this session offers practical guidance for maintaining financial resilience and building strategies designed to weather economic ups and downs.
Key Takeaways
- April 2025 has been marked by significant market volatility.
- Understanding economic history can help investors interpret today’s environment.
- Tariffs can contribute to inflation and market disruption.
- The Federal Reserve’s dual mandate continues to drive interest rate policy.
- Emotional investing often leads to poor financial outcomes.
- Recessions and market downturns follow different timelines—recovery signs often come earlier than expected.
- Diversification and long-term planning are key defenses in a volatile economy.
- Tax planning and preparation for future expenses are essential components of financial stability.
Resources
Blog: What to Do in a Bear Market
Blog: The Tariff Trap
Podcast: Tariffs, Crashes, and Bear Markets
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