
2025 2nd Quarter Newsletter
Almost every investor has heard the saying, “equities are for long-term investors.” This philosophy was reinforced in the first half of 2025, which witnessed significant and historical changes in equity movements. If you left Earth on January 1 and returned on June 30, you would see that the S&P 500 started the year on a high note and achieved a new high on June 30. This is great news for investors. However, the first half of this year has also been one of the most volatile first halves ever, with the market experiencing a correction of nearly 20% before rebounding to reach a new high.