Click here to read our Q1 2025 Quarterly Client Letter!
From continued market uncertainty to the Fed’s latest moves, Q1 was an eventful start to the year. In our latest client letter, we share:
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Key takeaways from the markets
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Portfolio positioning updates
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Upcoming events and office announcements
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Highlights from our latest blog posts
Whether you’re looking for a quick market check-in or want to stay connected with what’s happening at Alexis Advisors, this letter is a great place to start.
📄 Read the full Q1 2025 Client Letter (PDF)
We’re always here to help. If you have any questions or would like to discuss any of the topics further, please feel free to contact us.
About the Author
Alexis Advisors Team
Alexis Advisors is a fee-only, B Corp-certified wealth management firm dedicated to empowering women and families to align their finances with their values. Our mission is to engage, educate, and elevate clients to become informed, confident financial decision-makers. We offer socially responsible investing and values-based planning, striving to create positive social impact through mindful money management.