14 Investment Must Reads for This Week (July 1, 2025)

Published on July 1, 2025

More than a dozen asset managers have updated regulatory filings to drop accredited investor restrictions in the wake of a recent SEC decision, reports FundFire. Despite the recent rush to private markets, venture capital has struggled compared to other asset classes, according to PitchBook. These are among the investment must-reads we found this week for financial advisors.

Continue reading on website
Other news

Q-Ratio and Market Valuation: June 2025

July 1, 2025
The Q Ratio is the total price of the market divided by the replacement cost of all its companies. The latest Q-ratio is at 1.83, down from 1.91 in May.

Are You Using Trust-Based Languaging?

July 1, 2025
The words you use are not just tools for communication; they’re signals. Signals that tell your prospects whether you’re someone they can trust or someone they should avoid.