Blog

Enjoy this month’s edition that features a review of 2024, predictions for 2025 and advice from Maya Angelou.

2024 was a terrific year for investing in U.S. stocks! After a really good 2023 as well. So, as 2025 opens, what should we expect? A three-peat of outstanding stock returns or a Minsky Moment? More about Minsky in a, ahem, moment but first let’s review 2024.

Enjoy this month’s edition that features a review of the market, a reminder of capital gains distributions and a thank you to our clients.

Enjoy this month’s edition that features a reminder about investing after elections plus a review of the markets so far this year. But, first….

Enjoy this month’s edition that features a review of past market performance after the Fed starts lowering interest rates plus a summary of an alarming Vanguard study about switching jobs and the impact on some people’s retirement savings.

Enjoy this month’s edition that features a welcome to a new member of the team, a review of the stock market so far this year and results from a survey of Americans on how much it takes to be wealthy.

Enjoy this month’s edition that features an explanation of portfolio rebalancing, a reminder about Social Security on-line accounts and some 401(k) mistakes to avoid.

Enjoy this month’s edition that features an investing exercise across multiple presidential administrations plus a summary of the first half of the year.

Enjoy this month’s edition that features a review of the stock and bond markets so far this year as well as a note about Social Security.

Enjoy this month’s edition that features a review of the economy and market performance, some predictions for the next 12 months and a reminder of why we are CERTIFIED FINANCIAL PLANNERS™.

Enjoy this month’s edition that features a review of the first quarter’s market returns on stocks and bonds, a note on an interesting Schwab study, and a response to a commonly asked question.

First Quarter Returns