By LPL Research
2025 Outlook Webinar
Join us for our upcoming webinar Outlook 2025: Pragmatic Optimism on Tuesday, January 14th, 2025, as we reflect on the financial trends of 2024.
This year largely mirrored 2023, with the economy continuing to surprise. Stocks showed strong performance, powered by advances in artificial intelligence and technology, while the bond market faced challenges amid policy uncertainty and rising debt concerns.
Register to explore what these trends mean for your financial planning moving forward.
Register for our upcoming webinar:
Tuesday, January 14th, 2025
1:00 - 2:00pm
Looking back, 2024 clearly echoed many of the themes from 2023. By and large, the economy continued to defy expectations and surprised once again. Stocks continued their strong performance, driven by powerful trends in artificial intelligence and technology. On the other hand, the bond market experienced another lackluster year amid policy ambiguity and uneasiness over rising debt levels.
As we look to 2025, we remain cautiously optimistic. We’re cautious because no market environment is ever permanent, yet optimistic since constructive long-term technology trends are in place. Plus, potential tax policy and deregulation efforts in 2025 could provide some tailwinds — particularly from an economic perspective. While growth asset returns are not expected to be as robust in 2025, the investment environment should prove to be favorable for investors.
For 2025, new policies will need to be digested, and relatively rich valuations may get tested. For the time being, this backdrop favors a constructive, but also a conservative and balanced approach, when it comes to tactical stock and bond allocations.
To learn more about the opportunities and challenges to be on the lookout for this year, read the 2025 Outlook today.
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360 Financial is an independent wealth management firm with a team of specialized financial advisors and financial planners. As fiduciaries, 360 Financial’s advisors provide services to business owners, entrepreneurs, and professionals. We help investors with sudden wealth, retirement planning, tax planning, estate planning, and business financial planning.
Headquartered in Minnesota, we serve investors across the US with online and in-person wealth management and financial planning services.
