QuantStreet January 2025 Letter: Trump-Trade Reversal

Published on January 6, 2025

After a strong November 2024, markets were generally down in December. The S&P 500 index was down 2.3%, while energy, small caps, value stocks, and REITs performed considerably worse.

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$18B Homrich Berg Brings in Leader of Family Office Services

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Tim Tallach has joined as director of advanced tax planning and family office services, as the RIA continues to expand its family office division.

Schwab's 2025 Long-Term Capital Market Expectations

January 6, 2025
Continuing last year's trend, our 2025 outlook shows fixed income benefiting from high rates, while equities face a narrowing edge over risk-free investments.