In this episode, Nick and Dave take a seat at the kitchen table to unpack the highs and lows of the first quarter of 2025. From global diversification wins to U.S. economic uncertainty, they break down what investors need to know—and what they don’t need to stress over.
https://youtu.be/iXrCvNCGtO0
Glass Half Full


Diversification Pays Off: International stocks outperformed U.S. markets in Q1, offering a little sunshine in an otherwise cloudy domestic market.


Strong Labor Market: Unemployment remains low, with a resilient workforce keeping things steady despite headline doom and gloom.


Inflation Easing: February inflation reading at 2.8% shows a softening trend, starting Q2 on a hopeful note.


Glass Half Empty


Tariff Uncertainty: Global trade tensions and tariff talks are creating ripple effects in consumer sentiment and investor confidence.


Fed Rate Cut Expectations Dwindle: Initial optimism about multiple rate cuts is fading fast amid inflationary pressures and policy wait-and-see approaches.


Consumer Confidence Dips: Despite spending holding strong, consumers are increasingly cautious about what’s ahead.


Long-Term Lens
Nick and Dave remind listeners that short-term dips and economic jitters are nothing new. They share a powerful chart (linked below!) showing that even with frequent downturns, the market trends upward over time. It's a comforting nudge to stay the course, breathe, and trust the process.

Tune in to hear


Why international markets are leading the pack in 2025


What tariffs might mean for your portfolio and your wallet


Why the Fed’s holding steady—and what that means for you


How to keep your cool amid market noise


Need help making sense of it all?
Schedule a chat with the team at Shotwell Rutter Baer—they're always happy to help you cut through the clutter and make smart financial decisions for your future.👉 Visit SRB’s website to schedule your appointment.
Don’t miss a moment at the kitchen table!Subscribe to our YouTube Channel for full episodes, quick tips, and more updates straight from Nick and Dave.
💬 As always, thanks for listening. Keep your heads up and your long-term goals in sight—because this too shall pass.