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Monthly Market Commentary

October 10, 2025

September Market Update: The Fed Cuts Rates, and Markets Soar to the Best September in 15 Years

September 2025 defied expectations, delivering the strongest monthly market performance in over a decade. The Fed’s first rate cut since 2024, a surge in corporate earnings, and booming AI-driven investment pushed stocks higher across the board. But beneath the surface, concerns about inflation, stretched valuations, and weakening consumer confidence are still simmering.

By Abbey Henderson, CFP®, RLP®, CAP®, AEP®

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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.

By Abbey Henderson, CFP®, RLP®, CAP®, AEP®

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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.

By Abbey Henderson, CFP®, RLP®, CAP®, AEP®

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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?

By Abbey Henderson, CFP®, RLP®, CAP®, AEP®

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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.

By Abbey Henderson, CFP®, RLP®, CAP®, AEP®

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