Chase and David dive into the trifecta of year-end uncertainties - from election jitters to interest rate speculation. They break down smart planning strategies to help you navigate these choppy waters as 2024 draws to a close. In this timely discussion, they explore how these interconnected forces could reshape both markets and investment approaches heading into 2025. Enjoy!
(2:10) Uncertainty affecting Data?
(6:30) Fed and Inflation Forecast
(11:00) Mortgage Rates
(15:00) Year-end Planning
(21:40) 2025 Market Preview
Nothing we say here is investment advice – we don’t know your personal situation, your goals, or any other variables that we use to create a unique financial and investment plan for you and your family. We’re here just chatting and of course you’re welcome to reach out to anyone at Doxa Capital if you are interested in a plan that complies with your financial situation. The views expressed are that of Chase and David and should not be held as representations of their respective firms.
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Music by Agent Method
