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3rd Quarter 2025 Newsletter

The Everything Rally; Stocks, Bonds, And Your Portfolio – Risk Markets Look to Finish 2025 Strong

Domestic equities continued their rally in the third quarter, with the S&P 500 Index gaining another 8.11%. International equities, both developed and emerging, surged as well. The dollar strengthened slightly after two quarters of declines. Bonds posted positive returns across the board in the quarter as yields declined.

Oct 10 2025 — 10 MIN READ

Financial Planning
Financial Planning for Physicians: Avoiding Lifestyle Creep in a High-Earning Career

Oct 17, 2025 — 3 MIN READ
Personal Finance
Money Lessons from History: Abigail Adams

Oct 13, 2025 — 3 MIN READ
Company News
Forbes Recognizes Tanya Walliser Among 2025 Best-in-State Top Next-Gen Wealth Advisors

Oct 8, 2025 — 2 MIN READ
Market Commentary
Stablecoins

Oct 6, 2025 — 5 MIN READ
Financial Planning
Save with a Purpose

Sep 29, 2025 — 3 MIN READ
Financial Planning
Money Lessons from History: Benjamin Franklin

Sep 26, 2025 — 2 MIN READ
Company News
Condor Capital Wealth Management Recognized Among 2025 NJBIZ Best Places to Work in NJ

Sep 25, 2025 — 2 MIN READ
Personal Finance
Hacker Attack

Sep 24, 2025 — 2 MIN READ
Market Commentary
AI Displaces Young Workers

Sep 18, 2025 — 2 MIN READ
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Market Commentary
Fixed Income Investing During Interest Rate Cycles

Sep 8, 2025 — 3 MIN READ
Market Commentary
The Housing Market in July: What’s Going On?

Aug 26, 2025 — 4 MIN READ
Financial Planning
How to Create Tax-Free Retirement Income: Roth Conversions Explained

Aug 21, 2025 — 3 MIN READ