Click here to read our Q3 2025 Quarterly Client Letter!
From ongoing rate cuts to shifting market sentiment, Q3 brought no shortage of developments for investors. In our latest client letter, we cover:
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Key takeaways from recent market trends
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How we’re positioning portfolios in the current environment
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Updates and announcements from our team
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Details about our upcoming Stock Market Update event
If you’re looking to stay informed and engaged as the year winds down, this letter is a great way to catch up on what’s ahead at Alexis Advisors.
📄 Read the full Q3 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.