April 2025 Asset Class Returns

Comments: While it’s still early in the year, 2025 is already highlighting the power of thoughtful diversification. U.S. equities have lagged, but international stocks are up more than 10%, and bonds are delivering both income and stability with a 3.2% year-to-date return. Gold has surged over 25%, underscoring its value as a hedge in uncertain markets. A well-balanced, globally diversified portfolio that includes these components is likely in positive territory so far this year.