"Planning Financial Freedom"

"Planning Financial Freedom"

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Evaluating Stock and Bond Market Predictions From 2024 | Weekly Market Commentary | January 6, 2025

Evaluating Stock and Bond Market Predictions From 2024 | Weekly Market Commentary | January 6, 2025

With 2024 fully behind us, it’s a good time to celebrate our winning calls from last year while also reviewing some mistakes to learn from them and improve our process. The good news is we got more right than wrong last year, but there were some misses. Some course corrections helped. Perhaps the most impactful decision we made was to recommend investors stay fully invested in equities at benchmark levels throughout the entire year despite expecting a stock market pullback around Election Day.

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2015 Year in Review from Pat Hinchey and Temp Davis

CD Rates at All Time Lows

Part of my job is to make your dollars work harder for you. CD rates are at all-time lows and you may have money maturing from older CD’s into new ones with interest rates well below 1% …

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