Insights

Explore valuable perspectives from our team, featuring articles by Dianne Nolin CFP®, CDFA® Cecile Hult CFP®, CDFA® Eric Ashburn CFP®, CEPA®, CDFA®, CeFT® Joe Gallemore CIMA® CExP™ Jamie S. Blum CPA, CDFA® Alyce Phinney CDFA® Emily Pelletier CGSP® Rasha Bitar CFF®, CGSP® Sierra Lawrence CGSP®  Brett Colbert Maggie Shipley Kayla Hufker

[Cup of Joe] February 2025 Market Update

Insights on Tariffs

  • Tariffs are, by nature, inflationary.  But don’t expect a sharp rise to levels we experienced in 2022.
  • Good reason to believe these will be short-term.
  • Realistic expectation of some level of universal tariff to remain in place.
  • Expect volatility while the Tariff Game is being played and surf through it.
  • The American population has a profound ability to adapt and thrive, like they do when Congress changes tax rates.

 

Financial Wellness – Scams!

Popular financial Scams

  • Bogus DocuSign emails
  • For those not yet retired, sham emails from “HR” or “Payroll Dept” talking about your paycheck/bonus.
  • Bitcoin scams – emails notifying you to retrieve your share of Bitcoins
  • Phone calls for a bank or credit card provider asking to confirm your information

How to be cautious

  • Never click on an attachment or link in an email from an unknown sender
  • Do not ever give out personal or account information that is solicited from an unverified source.
  • Use secure/encrypted email whenever possible if emailing personal or sensitive information.

How does Argent Bridge protect your assets from Scams?

  • We use encrypted email for emailing sensitive data
  • Our DocuSign paperwork is completely secure.  And you can verify its from us!
  • Any email or voicemail requests to move money or place trades are verbally confirmed beforehand.
Picture of Joe Gallemore CIMA<sup>®</sup>, CExP<sup>TM

Joe Gallemore CIMA®, CExPTM

Partner & Director of Investment Management

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