Markets Surge, Challenges May Loom Ahead
The markets and U.S. economy remained strong in 2024, with the S&P 500 hitting 57 all-time highs, driven largely by gains in a handful of dominant tech stocks. While the Fed cut interest rates as inflation eased, bond yields rose, setting the stage for better long-term bond performance. With valuations elevated and volatility likely to normalize, staying invested in a well-diversified portfolio remains key to achieving long-term financial goals.
2025 Tax Filing Document Checklist
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Disclosure
*Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. There can be no assurance that the future performance of any specific investment, investment strategy, or product. (Including the investments and/or investment strategies recommended or undertaken by Stephens Consulting, LLC. Doing business as Stephens Wealth Management Group (SWMG). Or any non-investment related content, made reference to directly or indirectly. In this material will be profitable, equal any corresponding indicated historical performance level(s). Be suitable for your portfolio or individual situation or prove successful.
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