S4E2 - 2024 Q4 Review and Market Outlook

Welcome to another episode of Kitchen Table Finance! In today’s video, we’re diving into our Q4 2024 Market Review and looking ahead to what 2025 might bring. Whether you're an experienced investor or just starting your financial journey, this comprehensive review will help you set realistic expectations for the year ahead.
Here’s what we’ll cover:
📊 2024 Market Highlights:
S&P 500 closed the year with impressive +20% returns.
Tech stocks surged in Q4, while value stocks and international markets lagged.
How the market overcame inflation, Fed policies, and geopolitical challenges.
💼 Labor Market Overview:
Resilience continues with low unemployment and strong consumer spending.
Sector-specific trends: Growth in healthcare/government, tech sector challenges.
💰 Interest Rates & Yield Curve:
Federal Reserve adjustments and what a normal yield curve means for the economy.
-How higher yields impact fixed-income investors and mortgage rates.
🔍 Economic Outlook - The Good and the Challenges:
Positive indicators: Resilient labor market, strong GDP, and policy optimism.
Challenges ahead: Inflation risks, housing market hurdles, and high market valuations.
📌 Key Takeaways for Financial Planning:
Why timing the market-or the housing market-isn’t the answer.
The importance of focusing on long-term goals and monitoring market trends.
At Shotwell-Rudder Bear, we believe in building trust and tailoring financial plans to your unique needs. Let’s see if we’re the right fit to help you achieve your goals.
📞 Contact us:
🌐 Visit: srbadvisors.com
📧 Email: [e-mail]
📱 Call: 517-321-4832
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