Navigating Market Expectations

Clients are currently concerned about potential market performance in 2025, following two years of double-digit returns. While expectations for returns are cautious, discussions focus on how to capture returns and maximize income while managing risk amidst upcoming volatility. The importance of rebalancing portfolios and diversifying across various asset classes, including stocks, bonds, and real assets, is emphasized as a key strategy for the upcoming year. Such measures are crucial for adapting to market conditions influenced by Federal Reserve decisions and inflation trends.