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Financial Planning Resources

Financial planning blog, events, videos, podcasts, and white papers

Periscope blog

Professional financial planning tips
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Live events

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Videos

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January, 2025 AIWM Market, Investments and Economic Update

Join Karl Frank of A&I Wealth Management for a 4th quarter investment market commentary.

Q4 2024 Market Recap & 2025 Investment Outlook | A&I Wealth Management

The U.S. stock market soared ...in 2024, with the S&P 500 closing the year up 25 percent, marking 57 all-time highs. Tech giants like Nvidia and Broadcom led the charge, while bond markets experienced volatility amid shifting interest rate policies.

In this video, we break down:

The biggest market trends of 2024
AI’s growing impact on investing
Economic outlook for 2025
Key risks, including inflation, interest rates, and policy changes
As we head into 2025, should you stay invested or adjust your portfolio? Watch now for expert insights.

Do not forget to like and subscribe for more market updates.

#Investing #StockMarket #Economy #MarketTrends #Finance #AIMoney #StockMarketNews

Investment advisory services offered through A & I Financial Services LLC, registered investment advisor. Securities provided through Geneos Wealth Management Inc., member FINRA, SIPC.[+] Show More

Podcasts

Karl Frank, Nathan Merrill, Jeff Krommendyk and guests
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White Papers

Download financial educational documents
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including the Wealth and Wellbeing Album

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Go Tax Free

Tax saving strategies and timely updates
Current year tax update
Tax saving and planning advice

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