Client Letter | 1Q 2025 Recap & 2Q 2025 Outlook

Key Updates on the Economy & Markets Stocks fell in the first quarter after two consecutive years of gains exceeding +20%. The year started off strong, with the S&P 500 reaching a new all-time high in mid-February. However, sentiment shifted late in February amid rising policy uncertainty in Washington, and the S&P 500 ended the…

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The Market Navigates Economic and Policy Uncertainty in February

Monthly Market Summary The S&P 500 Index returned -1.3%, outperforming the Russell 2000 Index’s -5.2% return. Six of the eleven S&P 500 sectors traded higher, led by defensive sectors. Bonds traded higher, with the U.S. Bond Aggregate delivering a +2.2% total return. Corporate investment-grade bonds produced a +2.4% total return as Treasury yields declined, outperforming…

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Is It a Good Idea to Finance a Used Car?

Is It a Good Idea to Finance a Used Car?

Purchasing a used car can be a smart financial decision, offering significant savings compared to buying a new one. However, when it comes to financing a used vehicle, many buyers have questions about whether it’s the right choice. At California Community Credit Union (CACCU), we’re here to help you make informed decisions that align with…

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California Community Credit Union: Your Trusted Partners in Financial Education

California Community Credit Union: Your Trusted Partners in Financial Education

In an era where financial literacy is more critical than ever, the California Community Credit Union (CACCU) stands out as a beacon of trust and education. With a commitment to empowering its members through knowledge, it offers a variety of resources and programs designed to help individuals make informed financial decisions. Among these are partnerships…

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How to Achieve Financial Wellness

How to Achieve Financial Wellness

In today’s fast-paced world, achieving financial wellness has become the foundation of personal success. Financial wellness does not just mean being wealthy- it is about creating a balanced and sustainable relationship with money to support your life goals. This approach includes learning to manage your money wisely, finding ways to reduce financial stress, and making…

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