Q3 2025 Market Update

After a turbulent first half of the year, markets found their footing in the third quarter. Volatility eased, equities rallied, and the Federal Reserve’s first rate cut of 2025 marked a notable shift in monetary policy. But what does this mean for investors heading into year-end?

In this quarter’s video update, Justin Kittle CFA®, CAIA®, CFP® Portfolio Manager and Advisor, breaks down what’s driving market performance, why inflation and labor trends are shaping the Fed’s next moves, and whether today’s elevated valuations should be a cause for caution or confidence.

Periods of transition reinforce the importance of disciplined investment strategies and thoughtfully constructed portfolios. With mixed signals across economic data and market sentiment, maintaining perspective is essential. If you would like to discuss how these developments may relate to your financial objectives or portfolio positioning, please reach out to us.