March 2025 Newsletter
How the stock market works: Short term, it's emotion and the flow of money. Long term: it's earnings. Share price follows earnings....eventually.
Emotions as measured by CNN.com’s Fear and Greed measure (7 technical indicators measuring investor actions)
Earnings as measured by the S&P: Considered by many economists and strategists as overvalued, overconcentrated but still supported growth, consumer spending, expenditures on R&D.
New consideration: Tariffs may change the sentiments and data worldwide. Policy change is happening quickly, dramatically and unexpectedly. We will likely see more volatility.
Hence, “Our investment partners navigate on our behalf.”
Spring review! Let us look at the big picture of success….going the distance with trusted professional partners. Come to the office as the weather warms, flowers bloom, birds sing ….and keep your eye on your big picture.
Hope! Daffodils bloom in Georgia!
Cheers and thanks to AssetMark and strategists for their diligence in discussing the changing landscape. Waterstone has plenty of opportunity to read, hear, discuss news within the structures of economic and investment methodologies. The upcoming AssetMark Premier Advisor Meeting in Rochester is a two day event scheduled for March 19 and 20. They are keeping us calm to help you stay calm in a tumultuous environment.
Alexa to the Rescue! A client commented that she has Alexa in her kitchen, bedroom near the bathroom and basement. “Alexa! Call 911!” She felt this is more practical for all households than the wrist or necklace services. It’s always on. It’s not an ongoing expense. Test it out with a shout out!
Read! Read! A Clever Read for smart teens and beyond….
"Project Hail Mary is a suspenseful space yarn that zigs and zags — sometimes literally — in ingenious directions. Read it now. Pass it around. AND watch for the movie in March 2026!