Broker Check
Best of The Month - July 2025

Best of The Month - July 2025

July 01, 2025

Our Mid-Year Letter to You

Each year, our team drafts a mid-year letter to reiterate our general principles of successful planning and investing, along with current observations on the economy and financial markets. 
You can read our full Mid-Year Letter by clicking here.


Client's Corner by Nick Murray

THE 1970S WERE AN ECONOMIC, FINANCIAL, POLITCAL and geopolitical disaster for the United States. 

Under relentless inflationary pressures, President Nixon had been forced to abandon the gold standard in August 1971. That gave vent to a cascade of stagflation that wouldn’t be arrested for ten years. Inflation pushed Americans into higher and higher tax brackets, even as their real incomes declined. It was the ultimate vicious cycle.

The S&P 500 peaked...

(click here to view the article).


All That Matters: The National Debt (Or Does It?)

We’re halfway through 2025, and with Congress deep in negotiations over a sweeping new tax bill, the national debt is once again front and center in the news. In “The National Debt (Take Two)”, Mike and Ross address the most common question they get while reminding viewers of the key principles that still hold true today, the history of the national debt and what it really means for the everyday investor.

Click here to view their discussion.


2025 Mid-Year Market Outlook with Strategas

From tariff announcements to geopolitical tensions, the second quarter of 2025 has been marked by heightened macroeconomic noise. Strategas President Nicholas Bohnsack explores the key economic indicators and investment themes that shape his outlook for the remainder of the year.

Click here to view the discussion.


Odds & Ends

  • First Trust's research department has recently published a new article discussing the trends in the S&P 500 of Index Dividends & Stock Buybacks. Please click here to read the full article.






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