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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
Charitable Giving Under the One Big Beautiful Bill Act: What Donors Need to Know

Nov 14, 2025 — 3 MIN READ
Personal Finance
Money Lessons from History: John D. Rockefeller

Nov 13, 2025 — 3 MIN READ
Market Commentary
Our Take on The AI “Bubble” Buildout

Nov 12, 2025 — 6 MIN READ
Holiday
Honoring Those Who Served

Nov 11, 2025 — 1 MIN READ
Financial Planning
FAFSA for the 2026-2027 School Year

Nov 7, 2025 — 3 MIN READ
Market Commentary
How Strong Spending Is Keeping Growth Alive

Oct 27, 2025 — 4 MIN READ
Financial Planning
Democratizing Access to Alternative Assets in 401(k) Plans

Oct 20, 2025 — 4 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
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