Q3 Market Overview: International Strength + Opening Private Markets

In this brief overview, we recap the past quarter’s market performance and set the stage for two key themes: the strength of international equities and the expanding access to private markets. Watch for a quick summary of what drove returns and what we’ll be focusing on as we head into the rest of 2025.

Can International Markets Keep Climbing?

International stocks have outpaced U.S. equities this year, but can the momentum continue? In this video, we look at why valuations, currency shifts, and improving economic conditions abroad suggest there may still be room to run. Discover why staying globally diversified matters now more than ever.

The Democratization of Private Investing

Private markets – once reserved for large institutions and the ultra-wealthy – are becoming more accessible to individual investors. In this video, we explain what this shift means, the opportunities it could bring, and the risks to consider before diving in. Learn why thoughtful planning is key as the landscape evolves.

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