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.

Having your accounts in one place can be helpful as you develop an income strategy for when you leave the workforce.

No matter how much help you end up providing your children or grandchildren, it's important it doesn't come at the cost of your retirement planning.