Markets have taken investors on another wild ride in 2025. In his latest update, CIO Andy Michael breaks down what happened in the third quarter, the bigger picture over the past three years, and—most importantly—what’s ahead as we move into Q4 and a new year.

Andy covers:

• Why recent market performance has been so strong—and what’s driving it
• Key economic shifts like interest rate cuts and yield curve changes
• What’s exciting investors (growth, earnings, and broader participation)
• What’s raising concern (valuations, speculative tech, and risks ahead)
• Action steps: risk alignment, portfolio positioning, and tax optimization

If you or someone you know have questions about the current investing landscape, please contact us today at 615-370-1253.

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