Avantax Market Update - September 2025
Posted by Jeffrey Budzinski on September 08, 2025
August saw broad market gains, with the S&P 500 up 2%, the Russell 2000 up over 7%, and international markets continuing to outperform. Bonds also rallied, especially taxable ones. The Federal Reserve is now expected to cut interest rates, with a 90% chance of a September cut following weaker job data and Powell’s Jackson Hole speech. Key risks ahead include the looming September 30 budget deadline and legal challenges to tariffs.
Despite potential volatility, Avantax maintains a positive long-term outlook for both stocks and bonds.
Watch the September 2025 Market Update on YouTube.
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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.