We regularly share relevant and timely insights to help you live your best life. Our newsletter provides the latest insights, trends, and analysis from our team of wealth managers on topics relevant to your life: investment management, financial planning, tax strategies, Social Security, and much more.
In the midst of what some may consider historic levels of uncertainty, global stocks powered to new highs once again in the third quarter. Questions abound as we enter the fourth quarter of 2025.
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The second quarter of 2025 was marked by significant legislative, economic, and market developments with broad implications for investors.
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For years, tariffs have lingered in the background of political and economic discussions, familiar, but rarely front and center. Recently, however, they’ve surged into the spotlight, becoming the dominant concern for investors across the globe.
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The U.S. stock market has seen higher than normal volatility during the first quarter of 2025 as investors assess President Trump’s policy implementation, developments in the artificial intelligence landscape, and mixed progress on inflation. Here we provide some additional insight into the key drivers of performance in the major market segments.
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