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Archive for July, 2025

2025 Q2 Review and Outlook – Being Right vs. Making Money

The market staged a strong recovery in the second quarter of 2025 as stocks (as measured by the S&P 500 SPDR ETF – SPY) rose 10.8%. The U.S. bond market (as measured by the US Aggregate Bond ETF – AGG) gained 0.9%, and a 60% stock/40% bond portfolio earned a 6.8% total return. Year to…