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 3, 2026
- CJ Pepe
Planning for a Child's Financial Future
Making this decision usually begins with purpose, not the account itself. Are the funds intended...
