Reflecting on 2025: Lessons from a Volatile Year
From tariffs to a government shutdown, 2025 was full of surprises—but markets showed resilience. Lance shares key lessons for investors: why patience pays, diversification matters, and planning beats predictions. Plus, what defines a true financial win.
Tax Disclosure:
The specialized information we provide regarding tax minimization planning is not intended to (and cannot) be used by anyone to avoid paying federal, state or local municipalities taxes or penalties. You should seek advice based on your particular circumstances from an independent tax advisor as tax laws are subject to interpretation, legislative change and unique to every specific taxpayer’s particular set of facts and circumstances. [Firm does not provide tax or legal advice. The opinions and views expressed here are for informational purposes only. Please consult with your tax and/or legal advisor for such guidance.