---
title: 2Q 2025 Review - Talbot Financial, LLC
author: Mary
---

# 2Q 2025 Review

Written by Mary on 19 February 2026. Posted in [2025](https://www.talbotfinancial.com/component/content/category/9-newsletters/13-2025).

- [/images/newsletters/2Q2025Review.pdf](https://www.talbotfinancial.com/images/newsletters/2Q2025Review.pdf)

Please find attached your Talbot Financial Second Quarter 2025 portfolio review to supplement your monthly account statements available from Schwab. The report provides a performance summary of your investment portfolio compared to the S&P 500 Total Return Index (“Index”), Talbot Financial’s benchmark, and lists your investment portfolio holdings by industry sector.