Schwab Market Perspective: 2025 Outlook

Published on December 17, 2024

We expect gears to shift as potential policy changes under the Trump administration add to uncertainty about inflation and the global economy.

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2024 Capital Gains Snapshot: Understanding the Tax Pain Many Investors Will Feel

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Every year, most investors face a near-certain reality: taxes on their investment portfolio.

Merit Financial Acquires $773M Pacific Northwest Firm

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The addition of Roth Asset Management is the 30th deal since Wealth Partners Capital Group took a minority stake in December 2020.