May 12, 2025
I’ve been dragging my feet a bit on writing this month’s newsletter, waiting to see what would happen after “Liberation Day”, trying to decide what message would be most helpful right now. That’s why you’re receiving our April newsletter at the beginning of May! As I talk to clients and colleagues, I’m realizing that we are in a bit of limbo, as well as overwhelm right now. The significant reciprocal trade tariffs have been paused (except for China, and some non-USMCA-compliant goods coming from Canada & Mexico, and some part of autos) for 90 days. So, we have a kind of reprieve on the tariff side while we see what is negotiated.
More in April’s newsletter:
- “How to talk about Money in Uncertain Times” with Jared Jones
- Investment Brief from Davis Gardner
- Team Update
- Calendar