March 2025 Newsletter

It is officially March Madness – in more ways than one.

Recent volatility emphasizes the importance of focusing on the goals and priorities of your investments. Our goal for you, our clients, is to implement a well-diversified and comprehensive strategy. It is these strategies that help overcome the uncertainty of volatile markets such as this.

This month’s newsletter provides several sources of market insight including commentary from 6 Degrees Wealth’s and Sanctuary Wealth’s CIOs. We also included our NCAA Men’s Basketball Tournament picks and some important 2025 Tax Limit information.

On the heels of the Federal Reserve’s decision to leave interest rates unchanged, Sanctuary Wealth Chief Investment Strategist Mary Ann Bartels said, “The Fed is on the course where if they need to make an adjustment, they can.”

Please watch the video below to learn more.

Our picks are in!
Stay tuned to see who wins our team bracket challenge.

Who did you pick to win it all?

Max – Florida
Alexis – Duke
Will – Florida
Jennifer – University of Houston
Elisabeth – Tennessee
Viry – Duke