Taking Care of Yourself – and Your Clients – When Markets Are Volatile

Published on March 11, 2025

When clients are scared, you want to be there for them and respond to their concerns. I honor all of this and respect the professionalism with which you operate.

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10 Investment Must Reads This Week (March 11, 2025)

March 11, 2025
President Trump’s whipsaw moves on tariffs have disrupted markets and rattled investors. Envestnet is aiming to have the capability to support semi-liquid funds by 2026. These are among the investment must reads we found this week for wealth advisors.

Gasoline Prices Down for Third Straight Week

March 11, 2025
Gas prices were down for a third straight week, hitting their lowest level in nearly two months. As of March 10th, the price of regular and premium gas were down 1 and 2 cents from the previous week, respectively. The WTIC end-of-day spot price for crude oil closed at $66.03, down 3.4% from last week and the lowest level since August 2021.