By Kenneth J. Dean, CPA, CFP®, CFA®, MST | Senior Director, Financial Planning & Daniel Castle, CLU®, ChFC, CFP® | Director Advanced Planning
The S&P 500 rose 2.2% in July, fueled by strong corporate earnings and continued enthusiasm around artificial intelligence. Key headlines included the rollout of new global tariffs, the passage of the One Big Beautiful Bill, and unchanged interest rate policy from the Federal Reserve. As rising yields pressured fixed income markets, Winthrop Wealth remains cautiously positioned in response to elevated valuations and ongoing market risks.
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Market Commentary | August 04, 2025
July 2025 Market Recap
By Kenneth J. Dean, CPA, CFP®, CFA®, MST | Senior Director, Financial Planning & Daniel Castle, CLU®, ChFC, CFP® | Director Advanced Planning
The S&P 500 rose 2.2% in July, fueled by strong corporate earnings and continued enthusiasm around artificial intelligence. Key headlines included the rollout of new global tariffs, the passage of the One Big Beautiful Bill, and unchanged interest rate policy from the Federal Reserve. As rising yields pressured fixed income markets, Winthrop Wealth remains cautiously positioned in response to elevated valuations and ongoing market risks.
July 2025 Market Recap