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Investing Newsletter - July 2025
Investing Newsletter - July 2025

  • 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.

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Market Review Q2 - 2025
Market Review Q2 - 2025

  • 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.

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Recession Survival Guide
Recession Survival Guide

If you're prepared, diversified, and focused on the long game, you'll not only survive a recession—you might even thrive.

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What happens if I make too much to contribute to my Roth IRA?
What happens if I make too much to contribute to my Roth IRA?

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.

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How to Quickly Catalog and Value a Coin Collection
How to Quickly Catalog and Value a Coin Collection

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.   

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Market Review Q1 - 2025
Market Review Q1 - 2025

  • 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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Posts are general in nature and do not constitute the rendering of legal, investment, accounting or other professional advice. Please refer to our Disclosures for more information.