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Quarterly Financial & Investment Update

Second Quarter 2025
Get Informed on the Financial Markets, Investment Performance, and Economy

A very strong quarter for stocks, bonds, and other assets across the board. Markets shrugged off earlier losses and are now positive for the year. Watch what transpired in Q2 2025 as well as our outlook for the rest of the year.

Download a PDF copy of the video presentation.

Performance Reporting

Check the performance of your investments anytime.

Reach us at (949) 305-0500