The S&P 500 finished last year 23.1% higher than the previous year, marking the first time we’ve seen back-to-back annual 20%-plus gains since 1998. The outlook for 2025 remains broadly optimistic, but several wildcards could dampen the mood.

In this webinar, which originally aired on January 30, 2025, Wealth Enhancement investment specialists Jim Cahn, Doug Huber, and Aya Yoshioka discussed investment market performance and previewed what to watch for in 2025, including:

• Continued economic growth amidst uncertainty
• Lingering inflation and possible interest rate cuts
• Potential effects of tariffs imposed by the Trump administration

To learn more about how these topics may affect your financial plan, schedule a meeting with an advisor today!

This information is not intended as a recommendation. The opinions are subject to change at any time and no forecasts can be guaranteed. Investment decisions should always be made based on an investor's specific circumstances.

2025-6629