A Managed Accounts Case About More Than Managed Accounts

Published on June 17, 2025

The Bechtel opinion is an important one for advisors.

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Retail Sales Sink 0.9% in May, Worse Than Expected

June 17, 2025
The Census Bureau's Advance Retail Sales Report for May showed consumer spending pulled back significantly last month, with headline sales sinking 0.9%.

Stocks Rally in May as Tariff Fears Subside; Long Yields Move Higher

June 17, 2025
Bonds hit a headwind in May as rates rose, but year to date, they have helped offset some of the volatility seen in stocks. See Table 2 for bond index returns for May 2025, Q1 2025, and YTD.