2025 Market Outlook: Lessons from Last Year, Opportunities for the Future

Join Julina Ogilvie and Bob Paolucci, Founder & CEO of Principle Wealth for an in-depth look at the market outlook for 2025. In this two-part series, we kick off the year by reflecting on the market trends and key events that shaped 2024. We also uncover the most pressing themes and opportunities that investors should prioritize in 2025. Whether you're an experienced investor or just starting to build your financial confidence, this episode will equip you with valuable insights to navigate the markets with clarity and purpose. 

Show Highlights: 
2024 Stock Market (8:32)
Diversified Index Returns (10:12)
2024 Asset Class Returns (12:40)
2024 In Review- Key Economic Data (16:42)
Correction Free- The Twin of 2023 (20:01)
Abundance of Cash (22:12)          
2025 What Matters Most in the Years Ahead? (24:11)
The Boss: 10-Year Treasury Yield (30:05)
Monetary Policy: The Fed’s Dual Mandate (34:23)
Fiscal Policy: Out of Balance (35:41)
Trade: Tariffs On US Imports (36:40)
Regulation: Cut the Tape (40:04)
Employment: Less employment=lower rates (42:30)
Earnings and Buybacks (46:13)

Connect with Julina Ogilvie:
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Email- jogilvie@principlewealthpartners.com

The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. The statements and opinions expressed in this podcast are those of the author. PWP cannot guarantee the accuracy or completeness of any statements or data. For current PWP information, please visit the Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching with PWP’s CRD #290180