Markets have kicked off the year with a wide range of developments—from rising geopolitical tensions to renewed focus on housing affordability, interest rates, and Federal Reserve independence. With earnings season now underway, investors are watching closely to see how companies are navigating these challenges and what it means for valuations going forward.
This market update focuses on cutting through short-term headlines and keeping attention on the fundamentals that matter most for long-term investors, including corporate earnings, economic conditions, and disciplined portfolio management.
As always, market conditions can change quickly. Investors should stay focused on their long-term goals and consult their financial advisor with any questions.
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