As recent market fluctuations unfold, we want to take a moment to update you on how Shepherd Financial is actively monitoring the situation and working to support both you and your retirement plan participants.
What’s Driving the Volatility?
Markets have experienced increased turbulence in recent days, largely due to rising global trade tensions. The U.S. has proposed and implemented new tariffs on imports from several countries, and there is ongoing uncertainty around potential retaliatory measures. These developments have impacted investor sentiment, causing notable swings in both domestic and international equity markets, as well as some disruption in fixed income performance.
Our Response and Ongoing Commitment
As your retirement plan consultant, we are carefully monitoring these developments and their protentional impact on plan investment options. Our investment team is reviewing fund performance, manager commentary, and market outlooks to ensure your plan’s investment menu continues to support long-term outcomes. For participants, we remain focused on reinforcing the value of disciplined, long-term investing. We continue to educate participants on the importance of staying the course during short-term volatility, reminding them that retirement investing is built to weather market cycles.
What You Can Expect from Us
You can expect us to stay closely attuned to market developments and evaluate any potential implications for your plan’s investments. We remain committed to providing you with fiduciary oversight and ensuring your investment menu remains diversified and aligned with long-term goals. If you or your participants have questions, our team is readily available for group sessions or one-on-one support. Please let us know if you would like to schedule time to review your plan’s investment strategy or discuss additional communications for your employees.
We are here to help you. Please don’t hesitate to reach out to us with any questions at shepfinteam@shepherdfin.com.