Prepare Your Shopping List!
Welcome to the second quarter of 2025, interesting year so far don’t you think? We have begun this quarter with a “Liberation Day”, a term coined by President Trump referring to his announcing of the tariff policy that became effective on April 5th. So far, it feels like we have been liberated from a chunk of profits in many portfolios.
Entering this year, we felt cautious optimism for equities because we had just come of two consecutive strong years for stocks as measured by the S&P 500. We have also been saying for quite some time that the S&P 500 has become lopsidedly influenced by a select few companies that have enjoyed tremendous growth. As a result of this, our bias was to favor companies and sectors that hadn’t rallied as strongly as the now infamous Magnificent 7.
We have seen an increase in volatility over the past month causing many clients to feel anxious about the future. While this is understandable, it is important to remember that market corrections present opportunities to buy quality companies are reduced prices.
Difficult markets are nothing new and each occurrence is unique, but the common denominator is that when you look back in time the low point in the chart is a “I wish we bought more” point in time. Are you preparing your wish list?
The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete. Any information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation. Prior to making any investment decision, please consult with your financial advisor about your individual situation. Any opinions are those of the author, and not necessarily those of Raymond James. Investing involves risk and you may incur a profit or loss regardless of strategy selected.
This article was written by Gus Vega, CERTIFIED FINANCIAL PLANNER® professional, Total View Advisors and Branch Manager with RJFS and Danny Brea, CERTIFIED FINANCIAL PLANNER® professional, Total View Advisors and Financial Advisor with RJFS. They can be reached at 786.264.4954, 9155 S. Dadeland Blvd. # 1404, Miami, FL 33156. Total View Advisors is not a registered broker dealer and is independent of Raymond James Financial Services, Inc. Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.