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Mid-year market trends: What advisors should be talking about with clients

Wondering where the markets are headed for the remainder of 2025 and beyond? Let's ditch the cookie-cutter advice. The S&P’s up, but red flags are waving—so what should savvy advisors do next? Discover the key trends, potential surprises and real-world strategies for affluent clients in our latest market trends recap.

July 22, 2025