January 2025 Market Update & Economic Outlook

In this first Market Update and Economic Outlook of 2025, Martin Wildy, CFA, and Ryan Ohlson, MBA, reflect on the past year’s performance and share insights on key themes shaping the year ahead. Starting with a high-level overview of the economy and markets, we discuss the impact of the Fed’s rate cuts, inflation trends, and the labor market’s resilience. They review how 2024 predictions fared, highlighting the successes and areas where outcomes differed from expectations. Key topics include the performance of large-cap tech stocks, the challenges small-cap and biotech sectors face, and AI’s enduring pro-growth impact on various industries. Finally, in a new segment, Ryan explores the concept of “Time as Wealth” and strategies for maximizing the value of your time in the new year. Learn how goal-setting, habits, and intentional scheduling can help you align your actions with your personal and professional aspirations.