Click here to read our Q2 2025 Quarterly Client Letter!
From changing interest rate expectations to surprisingly steady markets, Q2 gave investors plenty to watch. In our latest client letter, we cover:
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What’s been happening in the markets and economy
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How we’re thinking about portfolio positioning
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Upcoming events and office updates
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Highlights from our recent Impact Insights blog posts
If you’re looking for a quick market check-in or just want to stay connected with what’s happening at Alexis Advisors, this is a great place to start.
📄 Read the full Q2 2025 Client Letter (PDF)
We’re always here to help. If you have any questions or would like to discuss any of the topics further, please feel free to contact us.
About the Author
Alexis Advisors Team
Alexis Advisors is a fee-only, B Corp-certified wealth management firm dedicated to empowering women and families to align their finances with their values. Our mission is to engage, educate, and elevate clients to become informed, confident financial decision-makers. We offer socially responsible investing and values-based planning, striving to create positive social impact through mindful money management.