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Wealth Beyond Riches: Building Prosperity With Purpose, Values, and Impact
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Monthly Market Commentary

September 8, 2025
August 2025 Market Update: Small-Cap Surge, Global Gains, and Sector Shifts
U.S. stocks extended their winning streak in August with small-caps leading the way, while international markets outperformed. Explore key highlights including sector rotations, strong corporate earnings, stubborn inflation, and shifting consumer confidence.
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August 5, 2025
July Market Recap: U.S. Stocks Rise for Third Straight Month Amid Strong Earnings
Markets climbed for the third month in a row, led by strong earnings and easing trade tensions. But inflation and economic warning signs are back on the radar. Let me know if you'd like an alternative version focused on a specific audience like investors, clients, or advisors.
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July 8, 2025
June Market Update: The Rally Continues
Markets soared for a second month as inflation eased and trade tensions cooled. The S&P 500 broke 6,000, tech led the rally again, and global markets joined in. Despite mixed economic signals, strong earnings and slowing prices kept the rally alive. Will rate cuts come next?
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June 15, 2025
May Market Update: Things Are Looking Up
Markets bounced back in May with the strongest U.S. stock performance since late 2023, driven by easing trade tensions and reduced volatility—though economic challenges still linger.
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