Your Money

After the excitement surrounding President Trump’s election promises, investor sentiment has swung dramatically, now focusing on concerns rather than opportunities. Here's a breakdown of where things stand:

• Selloff Overview:
  • Markets have dropped significantly since their peak shortly after the election. Some stocks (e.g., Tesla) are off by as much as 45% from recent highs. The Nasdaq and Russell 2000 indices have also seen notable declines.
• Why It Could Be a Buying Opportunity:
  • Reversion to Election Levels: Markets are returning to their lower levels pre-election, suggesting some overreaction.
  • Falling Prices: Some sectors are down, creating potential bargain opportunities for investors.
• Risks to Consider:
  • Tariff & Economic Concerns: Uncertainty surrounding tariffs and the impact on businesses and consumer confidence could lead to further market volatility.
  • Unclear Tax & Deregulation Plans: The specifics of tax cuts and deregulation remain in flux, leaving some of Trump’s key promises uncertain.
  • Valuation Still High: Despite recent drops, stocks are still relatively expensive, and the heavy weight of large tech stocks could affect broader market performance.

Uncertainty around tariffs and policies is high, and some of the hardest hit sectors are still not cheap by historical standards. At PWM, we don’t know when clarity and confidence will return. That’s why we remain diversified—across markets large and small, foreign and domestic, public and private—positioning for whatever the future holds.

Markets Finally Woke Up to Tariff Reality. Is This a Buying Opportunity?
by James Mackintosh

Your Life

Looking for a unique way to relax? Shirodhara, an ancient Ayurvedic therapy, involves gently pouring warm oil over the forehead to promote deep relaxation and mental clarity. This traditional practice is believed to help with stress, anxiety, and even sleep issues by calming the nervous system. While research on its benefits is still growing, many find it a soothing addition to their self-care routine. Curious if Shirodhara could work for you?

Shirodhara: An Ayurvedic Approach to Stress Relief
source: Healthline

Complexity Simplified

Spring brings many good things, but it also means weeds for yard owners. Before you pull those weeds, you might want to reconsider—some of them are packed with nutrients! This Psychology Today article explores how common edible weeds, like dandelion and purslane, are rich in vitamins, minerals, and brain-boosting antioxidants. These wild greens can support cognitive function, digestion, and overall well-being, making them an unexpected but powerful addition to a healthy diet. Who knew weeding the yard could be so good for you?

Edible Weeds That Are Good for the Body and Brain
by Barbara Koltuska-Haskin, Ph.D.

Trivia