Wealth Watch Newsletter – May 2025

By VWG Wealth Management on May 28, 2025

A monthly newsletter from your wealth management professionals. We have incorporated content not only about investments and financial planning, but also about important topics such as retirement, wellness, issues specific to women, business owners, next generation planning, and more.

Weekly Wisdom

Gauging Market Sentiment as a Contrarian Indicator

Markets Bounce from Recent Lows

From the end of March through the beginning of April, we saw a full capitulation of market sentiment indicators. The CNN Fear and Greed Index, S&P Oscillator, and CBOE Volatility Index (VIX), three indicators that we track closely, are all off their recent extreme lows (or extreme highs). The S&P 500 and Nasdaq both bottomed on April 8th, approximately 19% and 24% off their 52-week highs, respectively. At the same time, the market sentiment indicators we track also bottomed (or topped) out on this day.

Insights: The Evolution of Tariffs & Preparing for the Unexpected

The Evolution of Tariffs: The United States’ Historical Implementation, Economic Impacts, and Maintaining Emotional Resiliency 

A tariff is a tax imposed by a government on goods and services imported from another country. It is typically calculated as a percentage of the value of goods or as a fixed amount per unit. Tariffs can be thought of as an extra cost added to foreign products entering a country. While they may feel modern, tariffs are not a new phenomenon and are widely used around the globe. The Tariff Act of 1789 was the first national source of revenue for the U.S., taxing imports between 5-15%…

Property and Casualty Insurance: Are You Prepared for the Unexpected?

What would be the financial consequences to you if your house burned down tomorrow? What if someone slipped and fell on your property, became disabled, and won a lawsuit against you? How much could you afford to pay out of pocket for these types of unexpected expenses? If you fear or don’t know the answers to these questions, you are not alone. Despite the great risk of being underinsured, many property owners — including those with significant assets — lack sufficient coverage…

Well-th & Wellbeing

May Focus on Wellness: Women’s Health Month

May is Women’s Health Month, a perfect opportunity for you and your female loved ones to reflect on health and the steps necessary to maintain a high quality of life. Women often face different challenges in being diagnosed with diseases compared to men. A prominent example is heart attacks, one of the leading causes of death in the U.S. Unlike men, who typically experience severe chest pain or discomfort, women may exhibit atypical symptoms such as jaw pain, shortness of breath, nausea, fatigue, dizziness, or indigestion. These subtle symptoms can be easily dismissed or misdiagnosed by healthcare providers.

Given the differing risks for diseases, it is crucial for women to keep up with preventative care appointments and advocate for their health when something feels off. Below are four key considerations for women’s health:

1. Eat a Balanced Diet 
2. Stay Active 
3. Have Regular Checkups 
4. Manage Your Mental Health

Below is a detailed breakdown of these considerations for women’s health and a resource to learn more about managing stress and anxiety.

Women’s Health Month: Prioritizing Your Well-being

The Power of Self Care with Catherine Canadeo (Ep. 30)

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