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Quarterly Market Review – First Quarter 2025

What a difference three weeks makes!  The summary of Q1 for this year wouldn’t really cause most folks to raise an eyebrow.  That was through March.  Then came April…..

The last month has been INCREDIBLY volatile.  While we all “know” that this is normal/something that we have seen – and will see – in the market, it does NOT minimize the pain we feel with the drops that have happened in the past few weeks.

Keeping a long term perspective is CRITICAL to ensuring we do NOT “jump ship” when everyone is screaming “fire”!  I am confident that this “crisis du jour” will pass. Click here to view our Q1 Quarterly Market Review.

 


  • Are you worried about the behavior of the market and how, when, and where to invest?

  • If so, would you like to partner with someone who is used to helping people get through these struggles and (then, with confidence) implement portfolio strategies in a systematic manner?

If so, feel free to send us an email or give us a call. We’d love to have the opportunity to help you find a bit more peace of mind when it comes to investing.

 

F5 Financial

F5 Financial is a fee-only wealth management firm with a holistic approach to financial planning, personal goals, and behavioral change. Through our F5 Process, we provide insight and tailored strategies that inspire and equip our clients to enjoy a life of significance and financial freedom.

F5 Financial provides fee-only financial planning services to Naperville, Plainfield, Bolingbrook, Aurora, Oswego, Geneva, St. Charles, Wheaton, Glen Ellyn, Lisle, Chicago and the surrounding communities; to McDonough, Henry County, Fayette County, Atlanta and the surrounding communities; to Venice, Sarasota, Fort Myers, Port Charlotte, Cape Coral, Osprey, North Port, and the surrounding communities; and nationally.

We’d love to have the opportunity to hear about your situation. Contact us here to schedule an appointment for a consultation.

Learn more about What We Do.


Helping You With

Wealth Preservation – Wealth Enhancement – Wealth Transfer – Wealth Protection – Charitable Giving