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Retirement Planning
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Investments
Cash Management
About
Our Approach
Education
Insights
Workshops
Contact
Client Portal
Services
Retirement Planning
401(k) Management
Tax Planning
Social Security
Insurance and Risk Management
Medicare
Estate Planning
Investments
Cash Management
About
Our Approach
Education
Insights
Contact
Client Portal
Services
Retirement Planning
401(k) Management
Tax Planning
Social Security
Insurance and Risk Management
Medicare
Estate Planning
Investments
Cash Management
About
Our Approach
Education
Insights
Contact
Client Portal
Quarterly Insights, January 2025
Quick Highlight
The S&P 500 rose to an all-time high in the fourth quarter.
The S&P 500 logged a modestly positive return for the fourth quarter and an annual return greater than 20% for the second straight year.
Markets begin 2025 with great expectations as anticipation of tax cuts and pro-business deregulation.
READ MORE
Q4, 2024 Market Update
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Q3, 2024 Market Update
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Q4, 2023 Market Update
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Q3, 2023 Market Update
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Financial Market Breakdown – Week of August 28, 2023
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Financial Market Breakdown – Week of August 21, 2023
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Financial Market Breakdown – Week of August 14, 2023
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Financial Market Breakdown – Week of June 20, 2023
June 20, 2023
Financial Market Breakdown – Week of June 12, 2023
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Financial Market Breakdown – Week of May 22, 2023
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Financial Market Breakdown – Week of May 15, 2023
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Bane O'Leary