
Quarterly Market Review – Second Quarter 2025

On April 8th, MANY people were convinced that world was ending, the sky was falling, and we would never recover as the S&P closed at 4982 versus 5868 on January 2nd. That’s a 15% drop!!! To make things worse, it had actually gotten all the way UP to 6144 on February 19th. That mean’s April 8 was a 19% “draw down” from the peak of the market
Fast forward to June 30th and we saw the S&P hit a new high of 6204. That’s a 25% INCREASE from the April 8 bottom. And just shy of a 6% increase since January 2. Suddenly everyone is “all in” on the market and convinced that all is right with the world
I’m writing the IDENTICAL thing this quarter that I did LAST quarter. And don’t be surprised if I repeat the next quarter. And the next. And the next. See a pattern? I certainly hope so!!!
Keeping a long-term perspective is CRITICAL to ensuring we do NOT “jump ship” when everyone is screaming “fire”! I am confident that this “crisis du jour” will pass.
Always available to connect if you have any questions or need any information
Curt
Click here to view our Q2 Quarterly Market Review.
- Are you worried about the behavior of the market and how, when, and where to invest?
- If so, would you like to partner with someone who is used to helping people get through these struggles and (then, with confidence) implement portfolio strategies in a systematic manner?
If so, feel free to send us an email or give us a call. We’d love to have the opportunity to help you find a bit more peace of mind when it comes to investing.
F5 Financial
F5 Financial is a fee-only wealth management firm with a holistic approach to financial planning, personal goals, and behavioral change. Through our F5 Process, we provide insight and tailored strategies that inspire and equip our clients to enjoy a life of significance and financial freedom.
F5 Financial provides fee-only financial planning services to Naperville, Plainfield, Bolingbrook, Aurora, Oswego, Geneva, St. Charles, Wheaton, Glen Ellyn, Lisle, Chicago and the surrounding communities; to McDonough, Henry County, Fayette County, Atlanta and the surrounding communities; to Venice, Sarasota, Fort Myers, Port Charlotte, Cape Coral, Osprey, North Port, and the surrounding communities; and nationally.
We’d love to have the opportunity to hear about your situation. Contact us here to schedule an appointment for a consultation.
Learn more about What We Do.
Helping You With
Wealth Preservation – Wealth Enhancement – Wealth Transfer – Wealth Protection – Charitable Giving