There’s a lot in the headlines lately. Talk of tariffs, trade wars, and market declines. For many, it’s cause for concern. For us, it’s a reminder of why we’re here.
At WJ Interests, we’ve seen market winds change direction before. We’ve weathered uncertainty, sidestepped hype, and stayed the course, always with your long-term success in mind. The recent developments surrounding the Trump tariffs are no different. We’re watching closely, analyzing carefully, and adapting where it matters most.
But here’s the thing: you don’t have to worry about every twist and turn. That’s our job.
And remember, market downturns aren’t entirely negative. They create opportunities for buying assets on sale and increasing future returns. We are actively evaluating those opportunities and will trade portfolios if necessary.
We know that extreme market movements are scary, but we recognize that embracing these movements is the only way to grow long-term wealth. We do our best to protect portfolios from short-term risk by owning a diverse set of investments that don’t move the same amount in the same direction at the same time. In this selloff, bonds and reinsurance have made money. International stocks have held up better than US stocks. And value stocks have beaten growth stocks. Yes, portfolios are down, but not nearly as much as the US stock market.
We’ll continue to keep you informed, not overwhelmed. As things unfold, we’ll be in touch with thoughtful updates and clear guidance. No noise. Just perspective, and a plan. Because real financial guidance isn’t reactive. It’s steady. It’s personal. And it’s built on the kind of relationship where you always know we’re here, quietly working in your corner.
Please look for the April Charts of the Month later this week, which will focus on tariffs and their impact. We will also hold a webinar next Tuesday at Noon. Details with a link are forthcoming. Please call in and submit questions.
PAST PERFORMANCE IS NOT A GUARANTEE OF CURRENT OR FUTURE RESULTS. Examples of historical information included in this presentation do not, nor are they intended to, constitute a promise of similar future results. Specific client portfolio allocations, risks and returns can and may deviate from these examples depending on accounts and types of investments available through each account. Future market views by WJ Interests, LLC may vary significantly from the historical examples presented herein and no one receiving this summary should assume that WJ Interests, LLC will be able to replicate successful views in the future.
