NEWS: Daily AI use among financial advisors doubles, yet confidence gaps persist: Horsesmouth survey
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ChartTalk: Diversification is working. With gold and foreign stocks taking the lead over U.S. stocks, diversified funds are shining more brightly.
ChartTalk: Gold has been one of the best-performing major asset classes so far this year. How does that compare to the past 25 years? This infographic tells the glittering story.
This comprehensive handy reference guide rounds up market returns and economic data as of June 30, 2025. Market performance includes data for a wide variety of asset classes, sectors, indexes, and more. The economic data includes interest rates, GDP, inflation, and labor statistics.
IMPORTANT NOTICE This material is provided exclusively for use by Horsesmouth members and is subject to Horsesmouth Terms & Conditions and applicable copyright laws. Unauthorized use, reproduction or distribution of this material is a violation of federal law and punishable by civil and criminal penalty. This material is furnished “as is” without warranty of any kind. Its accuracy and completeness is not guaranteed and all warranties express or implied are hereby excluded.
The AI-Powered Financial Advisor
Begins November 20, 2025
Social Security and Medicare Workshop
With Elaine Floyd, CFP®
December 8–11, 2025