Q2 2025 | Quarterly Market Review

Q2 2025 | Quarterly Market Review

This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, and then features the returns of stock and bond asset classes in the US and international markets.

The report also illustrates the impact of globally diversified portfolios and features a quarterly topic:  Is Gold a Safe Haven?

“Not since the release of the third Austin Powers movie have I heard so much talk about gold. Stellar recent returns account for some of that – gold was up 25% year-to-date as of April 30. But another reason is the belief among some market participants that gold represents a safe haven, an asset to stabilize the portfolio when equity markets are choppy.”

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What to Consider in Your Charitable Giving Plan

What to Consider in Your Charitable Giving Plan

Congratulations! You’ve decided to give to a charitable organization. Charitable giving is a wonderful way to help further causes you are passionate about and feel good while doing it.

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