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Summit Perspective Spring 2025 EditionSummit Perspective Spring 2025

Inside This Edition …

  • Feature Article: Change and Uncertainty in 2025
  • Unlocking the Power of Non-Cash Donations: A Guide to Tax-Efficient Giving
  • Summit Spirit Award: Pranay and Swords to Plowshares
  • Summit University: Smart Strategies for Navigating College Costs
  • Summit Spotlight: Congratulations All Around!
  • Summit Trivia Challenge

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Change and Uncertainty in 2025

At the beginning of the year, we took a clear-eyed view of the markets: the economy was strong, corporate fundamentals were solid, and investors were enthusiastic. Maybe too enthusiastic. As always, when expectations run high, the market has a way of humbling those who get ahead of themselves. And so, here we are—concerns over tariffs, anxieties about the economy, and another bout of market volatility. This is not new. This is the market being the market.

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