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Enjoy this month’s edition that features a look at an often-overlooked economic measurement and a thought about giving some of your wealth away while you’re living.
Enjoy this month’s edition that features a review of 2024, predictions for 2025 and advice from Maya Angelou.
2024 was a terrific year for investing in U.S. stocks! After a really good 2023 as well. So, as 2025 opens, what should we expect? A three-peat of outstanding stock returns or a Minsky Moment? More about Minsky in a, ahem, moment but first let’s review 2024.
Enjoy this month’s edition that features a review of the market, a reminder of capital gains distributions and a thank you to our clients.
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