As we welcome the new year, investors must navigate a complex economic and market landscape. Concerns include potential geopolitical risks, the implications of tighter monetary policies, and evolving trade dynamics. On the flip side, opportunities appear strong with robust consumer spending, increased corporate investment in reshoring, and a focus on modernizing critical infrastructure. Tax policy developments and technological advancements also offer potential catalysts for further growth.

Join this webinar for a forward-thinking discussion where our presenter will address these uncertainties and opportunities. This discussion will include expert insights from Charles Schwab, Morningstar, Capital Research Group, BlackRock, and others. Attendees will gain a deeper understanding of the financial risks, strategies, and opportunities that could define 2025 and beyond, and learn how to position portfolios for success in an ever-changing market environment.

Learning Objectives:

• Evaluate how new U.S. government policies may change the economic landscape


• Outline if normalized inflation may make way for aggressive rate cuts and how that might impact income-focused investors


• Identify how a lack of excess personal savings for individuals may affect the economy


• Recognize how the lag effect from higher rates may impact corporate spending and the housing market


• Identify trends in U.S. job growth into 2025 and discuss if the so-called soft landing is still imminent


• Evaluate the strength of retirement portfolios following the S&P hitting over 50 record highs in 2024


• Identify opportunities for opportunistic investors


• Evaluate asset allocation strategies into a new year with a new administration and the many changes to come