December closed the book on a wild year. For the month, international markets were the

winners, the S&P 500 was roughly flat, and small caps dipped. Financials led sectors, while utilities and real estate lagged. Economic data resumed after delays, and the Fed delivered another quarter-point cut.

Click here for full recap: December 2025 Market Recap

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Flexible, expert advice when you need it. Book hourly support across a range of topics—from planning to problem-solving. This focused consultation will help clarify your goals, map out next steps, and identify opportunities for growth.

September is usually a tricky month for markets… but not this year. Equities pushed higher around the globe, tech found its groove again, and long rates drifted lower after the Fed trimmed policy rates by 0.25%. Under the surface, the labor market kept cooling, which is part of why the Fed moved, but lower borrowing costs also helped spark signs of life in housing.

Here’s your tour of what mattered and what’s next: Click here for the full recap: September 2025 Market Recap