RFW Wealth Advisors

I am very excited to share some professional news as I am about to start my 29th year in the financial planning industry! We started RFW Wealth Advisors 17 years ago, and today I get to announce our new affiliation with New Edge Advisors.

We will be using Raymond James (RCS) as our clients' primary custodian. I am looking forward to working with our existing clients and new prospects in the coming years with these new relationships!

With that said, I want to wish everyone a Merry Christmas and Happy Holiday Season!!

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U.S. markets surged in Q3, with the S&P 500 up nearly 8% and the Nasdaq leading with double-digit gains. Strong corporate results, resilient consumer spending, and a long-anticipated Fed rate cut all fueled momentum. Globally, the MSCI EAFE Index rose over 4%, with China, Korea, and Japan posting standout performances. European markets were mostly positive, though Germany lagged.

Quarterly Market Insights | October 2025 Stocks powered ahead in the third quarter as solid economic data, strong corporate results, and a positive shift in Fed policy drove market momentum.

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