LWP Investment Update (Q1 2025): Tariffs, Tech, and Investment Strategies

April 8, 2025

In this Q1 Market Update for 2025, Laura Kuntz, CPA/PFS, MBT, Partner at Laurel Wealth Planning, shares insights on market trends from January 1 to March 31, 2025. In this first-ever video update, Laura covers:

  • Market volatility and portfolio performance
  • How tariffs are impacting inflation and economic growth
  • International market movements, including Europe’s rearmament and China’s tech boom
  • The role of bonds and international equities in diversified portfolios
  • Laurel Wealth Planning’s investment philosophy and strategy in uncertain times

Plus, meet baby Anthony—the firm’s newest (and youngest) financial analyst-in-training.

Whether you’re a current client or just curious about how thoughtful planning can bring clarity during volatile times, this update is for you.

Check your personalized results in the LWP portal. Have questions? Call us anytime. Not a client yet? We’d love to chat.