The term “broken record” is one that is coming back into vogue with Gen Z buying vinyl records these days. I bring this term up because I continue to say what I’ve been saying over a year now; this time is familiar to me and similar to the late 90’s. You’ve started hearing this in the media now too, so it seems history maybe repeating or rhyming. Our client portfolios and game plans have continued to outperform our goals and hitting new highs. The market dip we thought we might see this quarter was squashed by the Big Beautiful bill, the Fed cut, and continued growth and positive news from the technology sector. The S&P 500 was up nearly 8% for the quarter(wow), the EAFE international index cooled a bit but still grew 4.4%, and Fixed Income showed another gain. It’s all been rosy, particularly if your risk tolerance is high, and the Fed is on our side. Keep enjoying the bull market and we will continue to participate and monitor client portfolios for adjustments!
See attached for more details: Q3 2025 Review
SWM NEWS:
Team updates:
I’m pleased to announce that Kevin McKane, our in-house financial planner, has been promoted to Senior Wealth Planner.
Caroline passed the Securities Industry Exam, and this is the first step on the way to getting licensed. Next up series 7 before year end. Wish her luck.
Clarke passed the CEPA exam and now a certified in working with business owners and investment bankers through exits/business sales.
Personal updates:
Jeff and his family attended their son, Palmer’s, last parents weekend at the University of Tennessee. Time flies.
Clarke had the chance to travel to Costa Rica for a family wedding and couldn’t resist ziplining over the rainforest. It was an amazing trip and definitely one for the books!
Kevin and his wife, Meg, enjoyed celebrating their kids hard work training for this past swim season at Capital City Club. Ridley (3rd grade) was awarded MVP for 7&8 girls & Hughes (1st grade) was awarded Most Improved for 6U boys in August.
