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🎉Nineteen years ago today, our founder, Ken Karr, submitted the paperwork to form Highland Investment Advisors, LLC, and the journey began. Since then, we’ve grown from a solo practice to a dedicated team of ten serving clients across the country. Along the way, we’ve celebrated successes, learned from challenges, and stayed true to our mission: promoting prosperity and protecting peace of mind. As we look ahead, we’re excited for the next chapter of continuing to innovate, serve, and make a positive impact for our clients and communities. Here’s to the next 19 years! 🤝 -Adam Drake

Below is a summary of the second-quarter 2025 market performance and economic commentary. The full market performance report (PDF) , including commentary and charts, can be found here . Market Performance 📈The US equity market posted positive returns for the quarter and underperformed both non-US developed and emerging markets. Value underperformed growth and small caps underperformed large caps . 📉US REIT ( real estate investment trusts) indices underperformed equity market indices, but International REITs outperformed. 📈 Within the US Treasury market, long term interest rates generally increased and short term rates decreased during the quarter. The yield on the 10-Year US Treasury Note increased 0.01% to 4.24%. 📉The Bloomberg Commodity Total Return Index returned -3.08% for the second quarter of 2025.