Mid-Year Outlook: Cautious Optimism
As we move into the second half of 2025, our midyear outlook maintains a tone of cautious optimism. The Global Insight 2025 Midyear Outlook report notes that major equity markets are expected to “post new highs in the months ahead”, but this comes with caveats as we maintain a cautious, watchful approach amid lingering uncertainties. In particular, markets continue to be influenced by policy developments in Washington and the Federal Reserve’s actions, with new factors on the horizon that investors should keep in mind. In short, while the road ahead looks encouraging for equities, we believe it's important to stay vigilant and maintain a diversified approach. (Click here to read full report on RBC’s full midyear outlook.)
Prioritizing Wellness: International Self-Care Day
July 24 was International Self-Care Day, a reminder that taking care of our health is a year-round priority. We regularly hear from clients how their health has become a higher priority over the years, so that they can continue to enjoy their lives well into retirement. We have always emphasized that health and wealth are closely intertwined: better health can reduce future healthcare expenses, and smart financial planning can ease the stress that might otherwise harm our health.
Investing in yourself through self-care is not at odds with investing for your future. Our Head of Wealth Planning, Angie O’Leary, points out that a good financial plan doesn’t require cutting out wellness or self-care expenses. Instead, these costs should be viewed as “wise investments” in your quality of life. In other words, budgeting for that gym membership, relaxation class, or time off work can be just as important as saving for retirement – both contribute to a balanced, sustainable plan. International Self-Care Day is a great opportunity to remember that caring for your well-being and managing your finances responsibly go hand in hand.
Team News and Celebrations
It’s been a celebratory month for our team! We recently marked a special milestone as Davis turned 30—a great opportunity to pause and enjoy time together as a team.
We’re also proud to share that Saurav has officially earned the Chartered Investment Manager (CIM®) designation, recognized as the industry standard for discretionary portfolio management. This achievement further strengths the depth of investment expertise within our team, led by Lisa, and reinforces our ongoing commitment to professional excellence and thoughtful portfolio management.
As always, thank you for your continued trust in us. Please feel free to reach out if you have any questions. We are here to support your goals and look forward to staying in touch.