{title} icon

Articles From Lumsden McCormick

Avantax Market Update - June 2025

Avantax Market Update for June  reflects on May's performance and future outlooks.

  • Market Recovery in May: After a turbulent April, the S&P 500 and Russell 2000 indices saw significant rebounds, with increases of over 6% and 5%, respectively, bringing the S&P 500 into positive territory for the year.
  • Bond Market Challenges: Fixed income investors faced difficulties due to rising interest rates, with the yield on the 10-year Treasury note increasing from 4.23% to around 4.4%. The taxable bond index ended May lower by about 0.7%.
  • Trade Policy Uncertainty: Ongoing trade policy changes and tariffs have driven market volatility. The document suggests that clarity on trade issues may take time, leaving businesses in a state of uncertainty.
  • Positive Corporate Outlook: Despite challenges, corporations are positioned strongly, with low default rates for high yield bonds and projected earnings growth for S&P 500 companies at 13% for Q1. Economic growth is projected to rebound to around 4.6% for Q2.

Watch the June 2025 Avantax Market Update on YouTube.

To receive monthly Market Update emails, contact Maria Gambacorta.

Avantax Market Update - June 2025

for more information

Jeff has been in the financial services industry for over 20 years. He is a Certified Fund Specialist® from the Institute of Business and Finance and has passed his SIE, Series 6, 7, and 63 exams as well as holding Life, Accident, and Health insurance licenses. He is experienced in qualified plan design as well as custom income strategies and cash flow. Jeff also has significant experience with insurance planning as a strategy to protect wealth and future generations. Jeff has studied modern portfolio theory, which is vital to efficient portfolio modeling, allowing for mean-variable analysis with a mathematical framework that is consistent with individual risk factors. 

SIGN UP TO RECEIVE OUR LATEST ARTICLES, NEWSLETTERS, AND EVENTS. SIGN UP

How Can We Help?