In this episode of The Financial Rundown (shot on March 12, 2025), CJ explores how historical market patterns can guide us through current market volatility. Looking back at 2018, we've seen that while markets may experience short-term fluctuations due to tariff stress, staying focused on your long-term investment strategy is key. As tax season approaches (deadline: April 30th!), it's the perfect time to have a chat and ensure you're positioned for success.

Have questions? We're here to help you navigate both tax season and market uncertainty. Let's work together to keep your financial future on track. Keep calm and carry on!

❔Who are we?

Philotimo (fee.low.tee.mo)

Definition: "Friendship and Honour"

We strive to form client relationships built on a foundation of friendship and honour and value giving our clients the foundation they need to achieve their goals. CJ Stevens is a seasoned CFP professional proudly serving 400+ families, working alongside them to learn and grow.

Mutual funds, exempt market products, and/or exchange-traded funds are offered through Investia Financial Services Inc.

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