In this 2025 Market Outlook webinar, Wealth Enhancement’s Jim Cahn, Doug Huber, and Aya Yoshioka review last year’s strong S&P 500 performance and discuss key market drivers for 2025, including inflation, interest rates, and new tariffs.

In this episode of “Investment Management Foundations,” Ayako Yoshioka, Wealth Enhancement Senior Portfolio Manager, breaks down how investment markets fluctuate during presidential election years and how markets respond to Democratic and Republican presidents. VIDEO TRANSCRIPT BELOW

In this episode of Investment Management Foundations, Ayako Yoshioka, Senior Portfolio Manager at Wealth Enhancement, compares the S&P 500’s top holdings, profit margins, and investment returns in 2004 vs. 2024, highlighting key shifts in market concentration and tech dominance.

February 2024 Market Recap: S&P 500 hits record highs as tech leads the rally. Explore insights on AI-driven growth, interest rate trends, and what it means for investors.

Explore how the S&P 500 performs before, during, and after recessions. Learn why the stock market isn’t the economy—and how investors can navigate uncertainty with confidence.