Concierge Wealth Management

Fall vibes are rolling in 🍂 and this week had me connecting dots between music, tech, and why some investors are more confident than they should be. Here are five quick takeaways in JB's FIVE BULLET FRIDAY ◎◎◎◎◎

JB'S FIVE BULLET FRIDAY ◎◎◎◎◎ TGIF 🥳 Hope you're easing into fall 🍂 1️⃣ JOE RUSSO'S ALMOST DEAD ⚡️💀🥀 • Saw these guy last night at MGM in the Fenway 🏟️ • Here's the thing, they play Grateful… | Julian B. Morri JB'S FIVE BULLET FRIDAY ◎◎◎◎◎ TGIF 🥳 Hope you're easing into fall 🍂 1️⃣ JOE RUSSO'S ALMOST DEAD ⚡️💀🥀 • Saw these guy last night at MGM in the Fenway 🏟️ • Here's the thing, they play Grateful Dead songs 🎸, but they're not trying to sound like them • It's ro...

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July delivered big wins for U.S. markets as trade agreements and stellar Q2 earnings pushed the Nasdaq above 21,000 for the first time. While the Fed held rates steady, consumer spending powered the economy to 3% growth. Back-to-school season is here - families are expected to spend nearly \$39 billion getting kids ready for the new academic year.

Monthly Market Insights | August 2025 Concierge Wealth Management provides fiduciary financial planning and wealth management for high-net-worth individuals in Needham, Metro West MA, Boston, and Greater Boston MA.

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