Read the latest financial news, market insights, and wealth management strategies from Wealth Oklahoma’s Tulsa-based advisors and Raymond James.
As the quarter concluded, major headlines, including those concerning financial markets, focused on the Middle East conflict. On February 28th, President Trump launched Operation Epic Fury, a joint U.S.-Israel military incursion targeting Iranian nuclear and missile infrastructure as well as key officials.
In his 1932 novel Brave New World, Aldous Huxley, the English writer and philosopher, wrote that, “…human beings have an almost infinite capacity for taking things for granted.” As we close out 2025, we express gratitude for our clients and the opportunities that have contributed to success and growth during our first full year as Wealth Oklahoma.
A rising tide lifts all boats is an aphorism that held broadly true for equities this past quarter, although some boats are riding higher on the waves than others. From Memorial Day to Labor Day, the S&P 500 climbed steadily to post its third-best summer performance in nearly four decades.
