News

Q3 2025 Market Review and Outlook

Domestic and international stocks, along with core bond indices and stores of value, like gold, climbed this past quarter, despite continued political and economic policy uncertainty.

The U.S. economy is in good shape, companies are reporting solid earnings, and investors remain focused on the potential for two major positives – lower interest rates and higher/faster AI adoption.

We remain wary of companies taking on too much leverage to build out AI infrastructure. As long-term stewards of family and institutional wealth, we work to build diversified portfolios designed to help manage risk and opportunities across a range of economic and market scenarios.

Click here to view our latest market update.

Please contact us at [email protected] if you would like to learn more.