Investment Outlook Q2 2025 Newsletter

Tuesday, July 22, 2025
We’re pleased to share our latest Investment Outlook Newsletter, featuring market commentary, firm developments, and financial planning tools designed to help clients invest with clarity.
- Market Recap: Equities rallied in Q2, with broader participation beyond tech. Inflation remained moderate, and corporate earnings were generally strong despite tariff-related headwinds.
- Firm Update: Meridian Capital Management Group has officially joined Beese Fulmer. We’re honored to welcome their team and clients, and we remain committed to high-touch, relationship-based service.
- Perspective: Our investment team takes a closer look at Booz Allen Hamilton — a business we believe remains well-positioned in defense and AI, despite recent stock market pressure.
- Planning Tools: Our integrated financial planning platform helps clients visualize key decisions, model outcomes, and stay engaged with their long-term goals — all within a unified client portal.
- Historical Insight: From market panics to global conflicts, history shows resilience. We explore why staying invested and rational remains a powerful long-term strategy.
Click here to read the full Q2 2025 Investment Outlook Newsletter