Reflect, Realign, and Simplify: Building a Retirement You Can Count On
As we bid farewell to 2024 and welcome 2025, this newsletter provides a comprehensive look at the key market trends and events that shaped the past year, while offering insights to guide your financial strategy moving forward.
The performance disparity between the Dow Jones Industrial Average and the S&P 500 Index highlights the unique influence of mega-cap technology stocks, with the Magnificent 7 contributing significantly to the S&P 500’s gains. Despite moments of volatility tied to global monetary policies, the resilience of U.S. economic fundamentals and corporate profits propelled stocks to new highs, reinforcing the importance of patience and discipline in investing.
Looking ahead to 2025, the economic landscape remains optimistic. The economy is expanding, corporate profits are on an upward trajectory, and the Federal Reserve is signaling fewer rate adjustments. Pro-business policies from the incoming administration may also provide tailwinds for the markets. However, potential challenges such as a resurgence of inflation, policy missteps, or rising bond yields underscore the need for vigilance and adaptability in financial planning.
This newsletter emphasizes the value of diversification in mitigating volatility and the importance of long-term strategies grounded in research and experience. It also encourages proactive discussions about potential risks and opportunities to ensure your financial goals remain within reach.
As your trusted advisors, we are committed to helping you navigate the complexities of the market with confidence. If you have questions or would like to review your financial plan, don’t hesitate to reach out.
Here’s to a prosperous 2025 filled with excitement, adventure, and cherished memories. From all of us at LynnLeigh & Company, Happy New Year!
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