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March 2025 Market Update

Apr 22, 2025
1 min read



Citrus Wealth Management


O: 909.312.4412 // F: 909.312.4441

1461 Ford Street, Suite 103, Redlands, CA 92373


The foregoing information has been obtained from sources considered to be reliable, but we do not guarantee that it is accurate or complete, it is not a statement of all available data necessary for making an investment decision, and it does not constitute a recommendation. Any opinions are those of Jeff Marvin and not necessarily those of Raymond James.

The S&P 500 is an unmanaged index of 500 widely held stocks that is generally considered representative of the U.S. stock market. The Dow Jones Industrial Average (DJIA), commonly known as “The Dow” is an index representing 30 stock of companies maintained and reviewed by the editors of the Wall Street Journal. Please keep in mind that individuals cannot invest directly in any index. Investing involves risk and you may incur a profit or loss regardless of strategy selected.




 
 

© 2026 Citrus Wealth Management         

1461 Ford Street, Suite 103
Redlands, CA 92373
(909) 312-4412        

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Ascentis Disclosures, Peak Brokerage Link Disclosures, Privacy.    BrokerCheck.

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​Securities offered through Peak Brokerage Services, member FINRA/SIPC.  Investment advice offered through Citrus Wealth Management as a DBA of Ascentis Independent Advisors. AIA is a registered investment adviser with the U.S. Securities and Exchange Commission. Registration as an investment adviser does not imply a certain level of skill or training. Communication from an adviser may provide insight for determination of Advisor retention. Peak and Citrus Wealth Management/AIA are not affiliates.

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Citrus Wealth Management may provide services only in states in which it is registered and/or exempt. 

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Tax / Legal: Citrus Wealth Management and its financial professionals do not provide tax or legal advice. Information regarding tax or legal considerations is provided for general informational and financial-planning purposes only. Clients should consult with a qualified tax professional or attorney regarding their individual circumstances.

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Investment Risk: Investing involves risk, including the possible loss of principal. No investment strategy can guarantee a profit or protect against loss in all market environments. Past performance does not guarantee future results.

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Financial Planning: Financial planning and investment strategies are based on each client's individual circumstances, objectives, risk tolerance, time horizon and other relevant factors. Financial planning does not guarantee that a client's financial goals or objectives will be achieved.

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Estate-Planning: Estate-planning information provided on this website is for general informational purposes only and is not intended as legal or tax advice. Citrus Wealth Management and its financial professionals do not prepare legal documents or determine whether an estate-planning document is legally valid or enforceable. Clients should consult with a qualified attorney and tax professional regarding their individual estate-planning needs.

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Third-Party Links: Links to third-party websites are provided for convenience and informational purposes only. Citrus Wealth Management, Peak Brokerage LLC, and Ascentis Independent Advisors do not control and are not responsible for the content, accuracy, or security of unaffiliated third-party websites. The inclusion of a link does not necessarily constitute an endorsement.

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