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Market Update: Tariffs, Market Volatility and Investor Strategy

March 6, 2025

In this flash episode of The Wealth Enterprise Briefing, WE Family Office’s Michael Zeuner, managing partner, and Sam Sudame, senior investment manager, discuss how recent tariff policies are affecting the U.S. economy and financial markets. Their conversation provides a clear perspective on economic trends, market reactions and what investors should consider moving forward.

Topics covered include:

  • The effect of tariffs on consumer and business confidence, with sentiment reaching multi-year lows
  • Economic projections showing slower growth and higher inflation due to trade restrictions
  • Signals from manufacturing data and corporate earnings that reflect the broader impact of policy changes
  • How investor sentiment has shifted, with readings showing increased caution
  • Why maintaining flexibility, diversification and liquidity remains essential in uncertain market conditions

Michael and Sam emphasize the importance of long-term decision-making, offering a level-headed approach to market fluctuations caused by policy shifts.

As always, we encourage you to contact us if you’d like to discuss how these insights apply to your financial strategy or if you have any questions about portfolio positioning in the current environment.

Important Information:

The Wealth Enterprise Briefing contains our current opinions and commentary, which are subject to change without notice. The Briefing is distributed for informational and educational purposes only and does not consider the specific investment objective, financial situation, or particular needs of any recipient. Information contained herein has been obtained from sources we believe to be reliable, but we do not guarantee its completeness or accuracy. The information in the Briefing is not a recommendation of any security or other type of asset, and should not be relied upon as investment, legal or tax advice.  Please consult with your investment, legal and tax advisors regarding any implications of the information presented.