How Could Tariff Policies Affect the Economy?

With ongoing changes in tariff policies, investors are experiencing a whirlwind of emotions – sometimes within a single trading session. Should they adjust their investment strategies in response to these developments?

How should investors be positioned in light of these developments? Focus Partners’ Jason Blackwell shares perspectives on the economic impact of tariffs.

Over the last several weeks, the Trump administration has made good on the President’s campaign promises to wield the threat of tariffs on allies and adversaries alike as leverage to advance both economic and national security agendas. The on-again/off-again nature of the President’s tariff threats has created volatility in the markets as investors grapple with rapidly shifting narratives. Investors have found themselves feeling a range of emotions – sometimes all within a single trading session. How should investors be positioned in light of these developments?

Beacon Hill Private Wealth is an independent, fee-only, fiduciary investment advisor providing evidence-based wealth planning solutions that simplify our clients' financial lives. Founder Tom Geoghegan, CFP®, CIMA®, CPWA®, RMA® is also a member of the National Association of Personal Financial Advisors (NAPFA).      

For informational and educational purposes only and should not be construed as specific investment, accounting, legal, or tax advice. Certain information is based on third-party data and may become outdated or otherwise superseded without notice. Third-party information is deemed to be reliable, but its accuracy and completeness cannot be guaranteed. Neither the Securities and Exchange Commission (SEC) nor any other federal or state agency have approved, determined the accuracy, or confirmed the adequacy of this information. Please be advised that Beacon Hill only shares video and content through our website, Facebook, LinkedIn page, and other official sources. We do not post investment advice on WhatsApp, Telegram, other interactive applications, or other similar platforms. Rather, Beacon Hill provides investment advice only through individualized interactions. © 2025 Focus Partners Wealth. RO-25-4224942