Our latest quarterly update breaks down a second quarter defined by volatility and resilience in equal measure. Geopolitical headlines, swinging oil prices, and shifting interest rate expectations all shaped the market environment this quarter.
Rather than reacting to the noise, we lean on a disciplined rebalancing approach to keep our client portfolios aligned with their long-term goals through the ups and downs.
Looking ahead, a few items are on the radar:
- The potential SpaceX IPO could have real implications for portfolios.
- New Trump Accounts are opening up early planning opportunities for families.
- And with tax season prep in mind, withholdings, SALT deductions, and Roth conversions are all worth reviewing now rather than waiting until Q4.
We also provide an update on RightCapital, our planning software, plus some personal updates from the team as everyone heads into the Fourth of July.
This quarterly update offers a complete breakdown of Q2 and what to keep an eye on as Q3 gets underway.
