As we move through the year, investors are navigating a landscape shaped by ongoing global conflicts, shifting economic signals, and periods of heightened market volatility. While headlines can feel unsettling, it’s important to remember that volatility is a normal and expected part of investing.
This month, we’re sharing a perspective from First Trust that highlights an important historical trend: even in years where markets experience meaningful intra-year declines, long-term outcomes have often been positive. The chart illustrates that short-term pullbacks, while uncomfortable, have been a consistent feature of the market.
Rather than reacting to headlines, we believe it is more productive to stay focused on your long-term plan and ensure it still aligns with your goals. If you have any questions or would like to review your portfolio, please feel free to reach out. We are here to help.
Timely Reminders
1099 Tax Forms Available
Tax documents for investment accounts are now available. If you need assistance locating your documents or accessing your online account, please contact your advisor and we will be happy to help.
2025 IRA Contribution Deadline: April 15
You have until April 15, 2026, to make contributions for the 2025 tax year to a Traditional or Roth IRA. If you plan to make a contribution, we encourage you to initiate it prior to the deadline to ensure timely processing.
Please consult with your tax professional regarding eligibility, deductibility, and contribution limits specific to your situation.
Source: First Trust, “Markets in Perspective.” This material is provided for informational and educational purposes only and should not be construed as investment, tax, or legal advice. Past performance is not indicative of future results. All investing involves risk, including the possible loss of principal.
This material represents an assessment of the market environment at a specific point in time and is not intended to be a forecast of future events, or a guarantee of future results. This information should not be relied upon by the reader as research or investment advice regarding any funds or stocks in particular, nor should it be construed as a recommendation to purchase or sell a security. Security and advisory services offered through Pinnacle Investments, LLC member FINRA/SIPC. We do not provide tax advice and recommend you seek the advice of a qualified tax professional.
