In this quarter’s Wealth Watch, Jacob Hodges, CFP®, reflects on an eventful Q2, one filled with geopolitical unrest, market-moving policy decisions and unexpected resilience from investors.
Despite sweeping tariffs, international conflict and unrest at home, the market closed Q2 with a strong rally. That outcome was supported by a few steadying forces: resilient U.S. economic fundamentals, continued growth in corporate earnings and the delayed impact of certain restrictive trade policies.
International stocks led the way last quarter, and with the dollar weakening, there’s reason to continue watching global markets closely as we enter Q3.
“It’s been a great outcome amid a very stormy sea of economic headlines.”
Looking ahead, two upcoming Federal Reserve meetings (scheduled for July 29 and September 15) could shape the interest rate conversation going into fall. While cuts are unlikely in Q3, those decisions will depend on how inflation trends and whether any economic cracks begin to show. Jobs reports and earnings season in July will offer more perspective.
And here’s a timely planning tip: If it’s been more than five years since your estate plan was last reviewed, this may be a good time to revisit it. Premier can help connect you with a qualified estate attorney if needed.
Watch the full update below.
