In the first quarter of 2025, the fixed income market generally delivered positive returns while the U.S. equity market experienced significant volatility. The Bloomberg U.S. Aggregate Index (AGG) returned 2.7% in Q1, providing portfolio diversification when the S&P 500 pulled back, returning -4.3% for the quarter.
Latest Resources
- Aug 31, 2026
- CJ Pepe
Why Naming a Beneficiary Is Important in Financial Planning
What Is a Beneficiary? Naming a beneficiary helps determine who will receive certain assets after...
