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] May 2025 Market Updates

May 2025 Market Update

Cup of Joe

Control What You Can Control

Expenses

  • Planning for big-ticket items with research and timing can have big payoffs over your asset/investment life.
  • Use market volatility to reexamine your real expenses and identify changes you can make.

Exposure to the News

  • Don’t take everything you hear at face value – Many things are told with a slant and without full context.
  • Make an effort to switch up your news sources, you will hear different things – both politically and factually.
  • If financial news hits an emotional trigger, reach out to us for perspective. 

Anticipate your Reactions

  • Anticipating your reactions helps you stay calm in emergencies.
  • Knowing what your plan is, and referring to it, helps avoid costly gut-decisions.
    • Even pre-determining what action you will take in different scenarios can be beneficial.
  • Having a plan helps deflect useless noise that will come with market events.
  • Decide that you will first ask questions before making any reactionary decisions. 
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Picture of Joe Gallemore CIMA<sup>®</sup>, CExP<sup>TM

Joe Gallemore CIMA®, CExPTM

Partner & Director of Investment Management

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