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Long-term U.S. Treasury yields have risen, even as inflation data softens. Concerns appear to be rising regarding our country’s fiscal trajectory and debt.
Proposed legislation, including the “Big Beautiful Bill,” points to further spending and borrowing, reinforcing investor concerns about U.S. creditworthiness.
We are also seeing renewed interest in international markets as investors seek diversified opportunities amid shifting global capital flows.
The US equity market posted positive returns for the quarter and underperformed both non-US developed and emerging markets.
US real estate investment trusts underperformed non-US REITs during the quarter.
During the quarter, short- to intermediate-term interest rates decreased, and long-term interest rates increased within the US Treasury market.
If you're prepared, diversified, and focused on the long game, you'll not only survive a recession—you might even thrive.
What happens when you earn too much to make a Roth contribution? Are high-income earners bound to miss? While that may have been an intention when creating these income limits, there are still a few ways to work around these restrictions, namely the Backdoor Roth IRA strategy.
I know from speaking with our clients, some have collected or inherited large coin collections of various types of currencies over the years and have found difficulty knowing how to catalog it all, as well as how to value their coin collection.
The US equity market posted negative returns for the quarter and underperformed both non-US developed and emerging markets.
Developed markets outside of the US posted positive returns for the quarter and outperformed both US and emerging markets.
US real estate investment trusts underperformed non-US REITs during the quarter.
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