Friends,
Coming into my 31st year as a Financial Advisor, market trends and opportunities begin to look similar as if I’ve read this book before. What a year we had in 2024 and very unexpected by most advisors and investors-we got a “soft landing” economically!
I believe 2025 is shaping up to be a year of earnings growth, Fed cuts, and potential volatility, with a new but familiar administration in office. This could be the year of “active” managers, and we may see earnings accelerate. Time will tell and we will continue striving to meet your goals and our obligations to your as your trusted advisors.
See here for more details on Q4: Market Review 2024
SWM NEWS: Jeff and SWM were once again named to the CEO Roundtable at Janney, reflecting the top 15% of the company’s Financial Advisors.
Jeff and Michele visited the island of Aruba over the holiday:
Caroline spent time with family over the holidays and enjoyed cheering on the Dawgs in Q4. She is busy studying for her security licenses in Q1.
Clarke and Laura enjoyed the holiday season by hosting family members for a memorable and excessively filling Thanksgiving celebration. This year, they also ventured into new territory by participating in a turkey trot—despite earlier promises to avoid such endeavors. Pictured below, they pause to rehydrate after their spirited effort.
For Kevin, 2024 ended with a number of highlights for he and his family. Coaching his son’s first season of flag football all the way to the NYO semi-finals……Coaching his daughter’s NYO softball team and watching her being awarded team captain by her teammates. Holiday’s were filled with memories that last a lifetime.
