Q2 2025 Quarterly Market Update

Market Update Q2 2025

If you prefer to read the presentation, please click here:  Rise Advisors Market Update

 Disclosure: This presentation is for Informational purposes only. All investment strategies including rebalancing and diversified asset allocation have risk. Past performance of our investment approach, component holdings and methods does not guarantee future results. Advisory services offered through Rise Advisors, LLC ("Rise") Registered Investment Advisor. While all data is believed to be from reliable sources, accuracy and completeness are not guaranteed.

Sources:

1.https://www.cnbc.com/quotes/US10Y

2.https://www.cnbc.com/quotes/VTV?qsearchterm=vtv

3.https://www.marketwatch.com/story/dow-futures-drop-more-than-150-points-as- trump-makes-more-trade-threats-2018-06-25

4.https://www.cnbc.com/quotes/SPY?qsearchterm=spy performance 6/30/2018- 6/30/2019

5.“America's Richest 10% Now Account for Nearly Half of All Consumer Spending”

https://www.wsj.com/livecoverage/stock-market-today-dow-sp500-nasdaq-02-24-2025/card/america-s-richest-10-now- account-for-nearly-half-of-all-consumer-spending-ShGXpvc48BvPigHjkKyu

6. “Most Americans Can't Afford a $1,000 Emergency Expense, Report Finds https://www.cbsnews.com/news/saving-money-emergency-expenses-2025/