Should you be concerned that the market’s just made several all time highs? This question comes up in various forms any time stock markets set new records. As tempting as it is to assume that what goes up must come down, the market doesn’t think that way. We cover this concept in detail in today’s episode, along with Vanguard’s recent 2025 market forecast and an update on how markets have done since the election.
RESOURCES:
Market perspectives
advisors.vanguard.com/insights/article/series/market-perspectives
I'm a financial planner to business owners, and the founder of Three Oaks Wealth. Our firm helps business owners align their business interests with their personal finances, often including the exit or sale of equity holdings.
I hold several professional credentials, including the CERTIFIED FINANCIAL PLANNER™, Chartered Financial Analyst, and Certified Exit Planning Advisor designations.
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