Cutting Through the Noise - 2024 Investment Recap and 2025 Forecast

Our Chief Investment Officer, Tony Welch, recaps the highlights of market performance during 2024 and provides his expert analysis of current economic trends to help you navigate what may be in store for the coming year.
Topics include:
• Market Recap: U.S. large-cap stocks soared for a second consecutive year in Q4, but other market segments faced headwinds. What might this mean for diversified investors?
• Consumer Dynamics: A strong consumer has bolstered the U.S. economy, but will potential challenges in 2025 turn tailwinds into headwinds?
• Portfolio Insights: In 2024, we leaned into stocks over bonds. As we look ahead to 2025, hear how rebalancing and reallocating might help us navigate a more volatile market landscape.