Tariff Tensions and Gold at All-Time Highs: What Retirees Should Do Now

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Good morning,

America's trade landscape just changed—again. The Trump administration has doubled tariffs on steel and aluminum, pushing them to 50% and costing US businesses an estimated $50 billion each year. Wall Street reacted fast: the S&P 500 and Nasdaq both dropped, erasing an early burst of optimism.

Meanwhile, gold has surged to a record $3,372.78 an ounce—almost $1,000 higher than just a year ago. For retirees and near-retirees, these headlines aren't just market noise—they carry real implications for income, risk, and the security of your nest egg.

Spotlight: Tariffs, Trade Tensions, and Your Retirement

The new 50% tariffs are squeezing US manufacturers and adding strain across supply chains. History suggests spikes like these can put pressure on dividend-paying sectors, leaving many income-focused portfolios vulnerable.

Why it matters: If your investments are tied heavily to manufacturing, industrials, or global firms, it’s time for a checkup. Are you comfortable with how exposed you are if trade wars escalate?

Safe Havens Shine: Gold’s Record Rally

As trade and political tensions mount, gold and other precious metals have taken off. Gold’s $3,372.78/oz price (+$1,000 year-over-year) signals investors are flocking to safety. As one expert puts it:

Historically, gold has outperformed stocks during periods of policy or economic stress—a helpful reminder why having some hard assets can serve as a buffer in uncertain times.

Income Investing Watch: Bonds Up, Oil in Flux

The 10-year Treasury yield rose to 4.42%, while short-term yields eased and oil prices stayed flat. For retirees, this means higher borrowing costs and continued unpredictability in energy sector income—highlighting why diverse income sources are crucial.

What You Can Do Now

Review your portfolio: Pay extra attention to manufacturing, industrial, and multinational holdings.

- Consider gold or precious metals: Speak to one of our partners about how hard assets might fortify your retirement plan.

- Stay alert: Monitor policy news—and be ready to rebalance as conditions change.

Wishing you wisdom and confidence in every decision,
The Wealth Money Catalyst Team