Looking back at 2024 and adjusting to 2025
/2024 revealed valuable lessons amidst the turbulence of shifting global economies and political climates. As many nations faced elections, uncertainty and volatility were inevitable, but other key factors, like interest rates, inflation, and unemployment defied expectations.
Overall, stocks demonstrated impressive performance, marked by both resilience and turbulence, while bonds offered more stability as interest rate policies evolved. Given the inflation trends we have witnessed over the past few years, many are revisiting their spending and saving strategies. As we move through the early months of the year, it is a good time to reassess financial goals, adjust budgets, and find ways to put extra cash to work through investing.
If you are feeling uncertain about how to navigate these financial trends, you are not alone. Investing can be overwhelming, so we strive to guide our clients through education. We invite you to attend our annual Market Briefing workshop on April 16, 2025, where you will gain insights into the historical context of investing, key themes from 2024, and what may be ahead in 2025 and beyond. The workshop will conclude with a Q&A session, so we encourage you to bring your questions! Additional information is available on the front page of this newsletter or on our website. This is a free event, and your friends and family are welcome.
- Kyle McCune, CFP®, Worley Erhart-Graves Financial Advisors
