Markets Move Higher Despite Negative Headlines

Published on July 25, 2025

Last week, I returned to the small Maine town I mentioned in my Independence Day post.

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Unpacking Tariff Uncertainty

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The second quarter of 2025 was defined by an optimism that the global economy will find a path forward, where the initial shock of aggressive tariff announcements was replaced by a period of cautious uncertainty as the resilient and resourceful U.S. consumer provided encouragement for domestic equities.

Deals & Moves: AmeriFlex Adds $280M California Team From Osaic

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