Citi logo
Sign On to Citi Accounts
Citi Wealth
  • Featured
    • Weekly Market Update
    • Quarterly Market Update
    • Wealth Outlook
    • Overview
    • Investing
    • Retirement
    • Family & Money
    • Personal Finance
    • Trust & Estate
    • Insurance
    • Ways to Invest
    • Investment Products
      & Services
    • Financial Planning
  • Speak with a Financial Advisor
    Call: 1-877-693-4543
  • Speech or Hearing Impaired Customers Dial: 711
  • Locate an Advisor
  • Schedule an Appointment
  • Find ATM / Branch
  • Citi.com
weekly market update  |  4 min read

citi personal wealth management market insights

S&P 500 Hits Record

June 30, 2025

The S&P 500, Dow and Nasdaq surged by 3.44%, 3.82%, and 4.25%, respectively. US equities reached new record highs driven by confirmation of a US-China trade deal, easing restrictions on rare earths, a ceasefire in the ...

Read More on S&P 500 Hits Record
investing  |  5 min read

Questions for Enhancing Portfolio Resilience

Staying invested in a diversified portfolio is key to protecting and growing wealth over the long term. However, periods of market ...

Read More on Questions for Enhancing Portfolio Resilience
retirement  |  4 min read

How Can the Secure Act 2.0 Benefit You?

The Secure Act 2.0 builds on an earlier law intended to strengthen Americans’ ability to save for a financially secure retirement. Here are ...

Read More on How Can the Secure Act 2.0 Benefit You?
citi wave citi wave
man and woman chatting with advisor

Why Work with a Financial Advisor

A Financial Advisor can help you plan for big moments in your life like retirement and education. If you have more complex needs a Financial Advisor can help you with asset protection, trusts, and wealth transfers.

Learn More on Why Work with a Financial Advisor

young couple looking at a tablet

Invest the Way that Works for You

Whether you prefer to invest on your own, with an advisor or a combination of both, Citi Personal Wealth Management can provide strategies to help you meet your goals.

Learn More on Invest the Way that Works for You

Looking to Connect?
speak bubbles

Chat with a Financial Advisor

Our experienced Financial Advisors are here to help you invest for your future and plan for your short and long term goals.

Connect

headset

Speak now with our Wealth Team

Call: 1-877-693-4543 | TTY: We accept 711 or other Relay Service.

Existing clients, please sign on to schedule an appointment with your dedicated team.

INVESTMENT AND INSURANCE PRODUCTS: NOT FDIC INSURED • NOT A BANK DEPOSIT • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NO BANK GUARANTEE • MAY LOSE VALUE

Important Information for You to Know About Our Business and Relationship With You

We are required to deliver two important disclosure documents about our business and relationship with you:

  • Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisory services we offer.
  • Regulation Best Interest Disclosure Statement and Related Information for Retirement Accounts is a more detailed description of the brokerage services we offer and our obligations under Regulation Best Interest when we make recommendations to you as your broker-dealer.

Please review both of these important documents online at http://www.citi.com/investorinfo/. If you prefer paper copies, please contact your advisor or call us at 1-877-693-4543 | TTY: We accept 711 or other Relay Service.

Citi logo
Important Information

The Market Insights commentary should not be considered a recommendation or research report. Nor should it be considered a solicitation, advice or a recommendation with respect to any investment strategy, asset allocation or particular investment. The Market Insights commentary is not intended to constitute “research,” as that term is defined by applicable regulations. The views expressed herein are those of the author and do not necessarily reflect the views of Citigroup Global Markets Inc. or its affiliates. All opinions are subject to change without notice. Neither the information provided nor any opinion expressed constitutes a solicitation for the purchase or sale of any security.

The market and planning commentary on this site may discuss topics that are timely to current events at the time they were written or filmed. The relevance of such topics may change at future dates.

Investments are subject to market fluctuation, investment risk, and possible loss of principal.

Diversification and asset allocation do not protect against loss or guarantee a profit. Past performance is no guarantee of future results.

Please consult your Financial Advisor before making any investment decisions.

Citigroup Inc. and its affiliates do not provide tax or legal advice.

The information set forth was obtained from sources believed to be reliable, but we do not guarantee its accuracy or completeness.

The products and services mentioned in this communication are not offered to individuals’ resident in the European Union, European Economic Area, Switzerland, Guernsey, Jersey, Monaco, San Marino, Vatican and The Isle of Man. Your eligibility for a particular product and service is subject to a final determination by us. This communication is not, and should not be construed as, an offer, invitation or solicitation to buy or sell any of the products and services mentioned herein to such individuals.

Citi Personal Wealth Management is a business of Citigroup Inc., which offers investment products through Citigroup Global Markets Inc. (“CGMI”), member SIPC. Insurance products are offered through Citigroup Life Agency LLC (“CLA”). In California, CLA does business as Citigroup Life Agency LLC (license number OG56746). CGMI, CLA and Citibank, N.A. are affiliated companies under the common control of Citigroup Inc.

©2025 Citigroup Inc. Citi, Citi and Arc Design and other marks used herein are service marks of Citigroup Inc. or its affiliates, used and registered throughout the world.

Privacy | Notice at Collection | Do Not Sell or Share My Personal Information