We pinpoint five reasons why U.S. equities capped off a banner year in 2024 and why investors were willing to pay for premium valuations. We also offer thoughts on the environment in 2025 and how to approach portfolio positioning.

As holidays approach, people look forward to spending quality time with loved ones. They should also plan to spend some time talking about family finances.

Turbulent markets often lead people to worry about their financial security, so it’s important to gut-check your emotions and remain calm and disciplined in your approach to investing.