In 2024, financial markets navigated a complex landscape dominated by elections, inflation concerns and geopolitical tensions. Despite this and the initial fear of a recession at the start of the year, the S&P 500 has continued to generate remarkable returns (up over 26% YTD)* building on the strong performance in 2023 (26%)*. These remarkable returns have stretched current S&P 500 valuations, which now has a forward p/e of 24.6*. However the market’s broadening out may already be underway.

Join our upcoming webinar as we kick off 2025, exploring why now may be the time to adjust your portfolios. We will discuss:

• Trump’s election victory: What are the implications for investors? What are Trump’s 3 T's?
• Geopolitical tensions: An update on global conflicts and their potential impact on markets.
• Artificial intelligence: What are the newest advancements with the technology and what companies are leading the way in profiting from this tectonic shift.
• If the future is clean energy: Why are those stocks continuing to underperform? Could the Trump election signal the bottom? How did clean energy perform in Trump’s first presidency?
• Adjusting Allocations: Adjust Growth, Adjust Core, Adjust Size/Style.
• Themes, Factors and Strategies: Which ones may be best poised for 2025?

Past performance is no guarantee of future results.
*Factset