Insights

Markets continued their upward climb in September, with U.S. stocks reaching new record highs despite the month’s historically weak reputation. Falling interest rates and stronger-than-expected earnings helped fuel the rally, while economic data showed steady growth. Although some risks remain, the overall tone was optimistic heading into the final quarter of the year.

August was another strong month for markets, with major U.S. stock indices reaching new highs despite some early volatility. While economic data showed some signs of slowing—particularly in the labor market—overall market fundamentals remained supportive as summer comes to a close.

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July brought continued gains for U.S. stocks, driven by strong corporate earnings and easing trade tensions. While international markets and bonds showed mixed results, economic data remained solid. With broad-based earnings growth and a healthy economic backdrop, investors entered August with cautious optimism despite ongoing geopolitical and policy uncertainties.

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Too often, people early in their careers assume they don’t make enough to plan ahead or think they’ll “figure it out later.” But time is your biggest advantage. The earlier you start, the more your money can grow through the power of compounding.

Markets wrapped up June on a strong note, extending the rally that began in late spring. Investor sentiment was buoyed by robust corporate earnings, easing trade tensions, and encouraging economic data. Despite lingering geopolitical risks, the overall tone remained optimistic as fundamentals continued to support market gains.

The 2025 Midyear Outlook breaks down the key developments from the past six months, what may lie ahead for the economy and markets, and how investors can stay grounded amid ongoing volatility.

Over the past several weeks, markets have experienced renewed volatility—driven in part by policy uncertainty and shifting trade dynamics. Tony Daniel, CFP®, CPFA© discusses how Nelson Murphy plans for the turbulence.

Recent tariff announcements have caused significant market volatility, this article provides an in-depth look at the recent policy changes, their potential effects on inflation and growth, and what investors can do to navigate these uncertain times.