Resources

It is risky to say the market is not expensive or to say that opportunity is available. If the market falters for any reason, it will look foolish.

The second quarter of 2025 saw a sharp reversal in the stock market drawdown that resulted from U.S. tariff threats in April. The S&P 500 increased 10.9%, notching a new all-time high at the end of the quarter.

This financial wellness quarterly newsletter contains a Market & Economic snapshot along with informational articles on a variety of financial planning and financial wellness topics.

In this webinar, which originally aired on June 26, 2025, Daniel Goodman, Senior Financial Planner at Wealth Enhancement, discusses four cash management strategies to consider.

Get recent market insights, including performance, labor market updates, and growing U.S. interest costs.