[Cup of Joe] February 2025 Market Update
Insights on Tariffs
Tariffs are, by nature, inflationary. But don’t expect a sharp rise to levels we experienced in 2022.
Good reason to believe these will be short-term.
Realistic expectation of some level of universal tariff to remain in place.
Expect volatility while the Tariff Game is being played and surf through it.
The American population has a profound ability to adapt and thrive, like they do when Congress changes tax rates.
[Money Moves with Maggie] The Power of Staying invested
In this episode of Money Moves with Maggie, Maggie Shipley dives into why staying invested is one of the smartest financial moves you can make as we enter 2025. While 2024 brought impressive market gains, it’s important to stay focused on your long-term financial goals rather than giving in to short-term temptations. Maggie breaks down the benefits of sticking with your investment strategy and how it can set you up for continued success in the years ahead. Watch now for valuable insights to help you navigate 2025 and beyond with confidence.
[Cup of Joe] January 2025 Market Update
Mixed emotions of a good year.
– S&P 500 returned 25% which makes it two years in a row the index was up that much. US midcaps & Small caps returned low double digits. And International and Emerging Market stocks contributed modestly gaining 4.4% and 8% respectively.
– The Aggregate Bond Index was positive 1.3% while dealing with a swirling interest rate climate throughout the year.
– The Top Dogs were the areas that have dominated performance for 2 years. In fact, Mag7 accounted for 55% of the S&P 500’s price return in 2024.
– Fight the urge to chase performance. Chasing returns is an endless game of comparing one asset to another… A grass-is-always-greener situation.
Cup of Joe: Markets in December
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[Money Moves with Maggie] Give the Gift of Stock This Holiday Season
https://youtu.be/yPZ79npoxzk Money Moves with Maggie is back this holiday season with a unique gift idea—ask for stock! In this episode, Maggie Shipley explains how receiving stock as a gift can […]
Cup of Joe: Markets in November
As the end of the year approaches, it’s a great time to assess your financial strategy and ensure you’re maximizing key opportunities. In this month’s Cup of Joe, we cover important year-end topics, from boosting your 401(k) contributions to understanding market volatility in light of elections. Join us as we walk through these essential steps to wrap up the year on solid financial footing and set yourself up for a successful 2025.
The Power of Compound Interest
In this episode of “Money Moves with Maggie” Private Wealth Advisor Maggie Shipley explores the powerful impact of compound interest on your investments. Watch as she compares four different scenarios to illustrate how starting early, being consistent, and avoiding cash savings can significantly boost your wealth over time. Don’t miss out on these valuable insights—subscribe now for more financial tips and strategies
Cup of Joe: October Markets in October
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