Q4 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:  Sometimes It Helps to Pay Less Attention

“I was on holiday during the stock market’s recent ups and downs and missed out on the media coverage and the surrounding ‘will they/won’t they’ China tariff news. That is actually my preferred way of coping with market volatility, which is to be unaware of it in real time. While I don’t always have a built-in buffer,1 there’s certainly an argument for tuning out daily market movements.”

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The Importance of Designating Beneficiaries

The Importance of Designating Beneficiaries

When life gets hectic and your to-do list seems endless, it can be easy to let financial planning details slip through the cracks. However, updates to your designated beneficiaries on 401(k) plans, IRA accounts, and other retirement assets is vitally important.

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