CFO Market Update | Second Quarter, 2025

Q2 Market Update

Markets were rocked by tariff talk last quarter—but despite the volatility, it turned out to be a profitable ride. In this video, we break down what drove the action and spotlight a new Wall Street product twist that investors should watch closely.

Q2 Recap – Quite the Ride

Markets were anything but quiet in Q2 2025. In this video, we revisit the dramatic impact of April’s tariff announcements, the surprising resilience of equities, and the trends that defined the quarter—including international outperformance and a persistently weak U.S. dollar.

A New Twist on a Popular Wall Street Product (Part 1)

Structured Notes have been around for decades, but a new generation of Structured or Buffered ETFs is gaining traction. In this segment, we break down how these products work and where they might fit for certain investors.

A New Twist on a Popular Wall Street Product (Part 2)

In part two, we explain why we generally advise caution with Structured ETFs. From high fees to missed dividends and capped returns, we explore the trade-offs that often make these products less attractive than they appear.

Unless stated otherwise, any estimates or projections (including performance and risk) given in this presentation are intended to be forward-looking statements. Such estimates are subject to actual known and unknown risks, uncertainties, and other factors that could cause actual results to differ materially from those projected. The securities described within this presentation do not represent all of the securities purchased, sold or recommended for client accounts. The reader should not assume that an investment in such securities was or will be profitable. Past performance does not indicate future results.