Good morning!

Are you ready to take control of your finances and keep more of your hard-earned money in 2025? Please join me for an upcoming webinar and I'll show you some tax strategies designed to help you minimize your tax liability and maximize your savings. I'll share some valuable insights to make next year's tax season less stressful and more rewarding.

Register below for Smart Tax Moves: Savvy Strategies to Pay Less and Save More on Thursday, April 3 at 10 a.m. PDT. If you can't make it, register anyway to receive a link to the webinar after it concludes so you can watch it at your leisure. Also, feel free to share the invite with anyone you know who may have recently been surprised by an unexpected high tax bill.

Thursday, April 3 @ 10 a.m. PDT

RSVP now to join live or

watch it later at your convenience!

The markets displayed a little resilience last week, with both the S&P 500 and the NASDAQ snapping a four-week losing streak. However, concerns about inflation and economic growth continue to weigh on investor sentiment. Here's what's happening this week...

• The monthly rise in the Core PCE (Personal Consumption Expenditures) is projected to hold steady at 0.3% month over month when the data goes public on Friday. That matches last month's figure and comes as optimism about lower inflation grows, given the CPI (Consumer Price Index) recently came in below expectations. The Fed continues to rely on core PCE as its favored measure of inflation, aiming for an annual increase of 2%. *

• President Trump’s tariffs are shaking up U.S. trade policy, rewriting decades of free-trade deals with both allies and rivals. In just over a week, he might roll out so-called retaliatory tariffs on all U.S. trade partners—possibly as soon as April 2, which he’s dubbed "Liberation Day." These tariffs are meant to deliver on a campaign promise and bring in revenue as Republicans gear up for a tax and spending bill. But on Monday, word got out that the White House might take a more focused approach, targeting the "Dirty 15"—the 15% or so of countries with trade balances that don’t favor the U.S. This comes after Trump hinted last Friday that there might be some wiggle room in how these tariffs are applied. **

• March was a mixed bag for the U.S. economy. Manufacturing took a hit, according to PMI (Purchasing Managers' Index) data from S&P Global, but the services sector—responsible for over two-thirds of U.S. GDP—came through with a surprise boost. S&P’s composite index for March jumped 2.9 points to 53.5, marking its best gain since May and staying comfortably above the 50-point threshold that signals growth. Manufacturing slipped 2.9 points to 49.8, but services picked up the slack, climbing 2.3 points to 54.3. ***

The financial advisors at Miramontes Capital diligently keep up with anything that can impact our clients' finances and tap into more than 175 years of combined investment experience. We do our all to keep your money protected and growing. If you think you might benefit from our financial experience and oversight, contact us today for a FREE, no-obligation consultation. Just call (800) 460-1595. Until next week...

Investment Advisory Services offered through Miramontes Capital, LLC. Securities offered through Balanced Security Planning, Inc. Member FINRA/SIPC. Miramontes Capital, LLC and Balanced Security Planning, Inc. are separate companies affiliated through common control. This newsletter is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Miramontes Capital, LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Miramontes Capital, LLC unless a client service agreement is in place.