As the April breeze ushers in the vibrant colors and fresh promise of spring, and the Easter Holiday is fast upon us, at BluHawk Wealth Management we want to take a moment to express once again our heartfelt gratitude. Within the context of another busy tax season concluding, we are humbled by the trust you place in us to help you navigate your financial and investment journey. Your confidence and partnership inspire us to continue delivering robust advice and service, and for that, we thank you.

Spring is a time of renewal and growth, and it’s also an excellent opportunity to reflect on your financial goals. For those of you approaching retirement—or as we like to call it, your “repurposement” phase—this season can be filled with both excitement and uncertainty. We understand that concerns about encountering a meaningful market downturn can weigh heavily on your mind. That’s why we’re proud to continue to offer our dynamic retirement income and asset segmenting strategy analysis service. This approach is designed to help ease those fears by creating a reliable income stream while meaningfully reducing the risk of high market volatility derailing the plans you’ve worked so hard to achieve. Psst …. this idea/strategy is not insurance or an annuity!

Our team is here to help ensure that your dreams for retirement remain within reach, whether they involve traveling the world, pursuing a passion project, or simply enjoying more time with loved ones.

By working together, we can craft a customized strategy that aligns with your goals and provides confidence for the years ahead. See the “Chart of the Month” below for a visual and if you’d like to learn more about how this strategy can and/or is working for you, don’t hesitate to reach out.

Market and Economic Data Update

Data just below is as of March 31, 2025
Source: Clearnomics