Key Financial Planning Considerations for the New Year
A new year provides a wonderful opportunity to take control of your financial future. Clarifying and prioritizing your financial goals in the days and weeks
President and CEO
Portfolio Manager and Director of Investment Operations
Senior Relationship Manager and Director of Financial Planning
Director Client Services
Director of Compliance
Investment Advisor Representative
A new year provides a wonderful opportunity to take control of your financial future. Clarifying and prioritizing your financial goals in the days and weeks
Led by technology megacaps for a second consecutive year, the stock market enjoyed solid returns in 2024, with the Dow Jones Industrial Average, S&P 500
Since we first issued our Outlook 2024 in January and in subsequent April and July newsletters, we have been confident in our prediction for the inevitable comeback of an equally weighted investment strategy. For almost two years now, market returns have been disproportionately led by a small group of mega-cap technology stocks, the so-called “Magnificent Seven.” The fever may have finally broken as the average stock delivered a stellar third quarter return relative to the overall market.
