U.S. News asked Quorum Managing Partner Kelly Milligan to weigh in on the 7 risks to the stock market in 2024.
When it comes to investing, you sometimes hear the phrase “big money” thrown around. That term loosely refers to institutional investors—large funds managed on behalf of an institution or group of people. These “big money” funds, which include university endowments, pensions, sovereign wealth funds, and so on, often manage enough capital that they have the power to move the market if they make big updates to their holdings. They also tend to report higher-than-average returns.
When the S&P 500 increases 25% in a calendar year, as it did in 2024, it can be easy to write the year off as a win. Digging into the details, however, can give investors a better sense of the overall health of the economy and trends to watch in 2025. With that in mind, we put together our annual list of winners and losers, plus the stalwart neutrals that fell somewhere in the middle.
An election season with several twists and turns came to a not-unexpected end with the reelection of President Donald Trump. The received wisdom is that the financial markets hate uncertainty, and we certainly saw some evidence of that in the rally that followed the decisive election results.
Even “normal” inflation (the average inflation rate is around 3% a year) means that your money will buy less over time.
The inauguration of only the second U.S. president to win two non-consecutive terms (Grover Cleveland was the first) is historic by a host of measures. However, the economy is in a very different place than it was eight or even four years ago. Will a new economic cycle and a vastly different interest rate environment change plans and outcomes?
When we talk to clients considering early retirement, the first question they ask is almost always: Can I afford to do this and what does it look like? The second question tends to be: What will I do for health insurance? Thinking about coverage options outside of work and government benefits requires a bit of a mindset shift. Lets dive into options.
As jargon goes, “yield curve” is one of the worst offenders. However, when you look closely at how interest rates work, it’s easy to understand why the yield curve is important, and why many traders and investors use it to help forecast what’s ahead for markets and the economy.