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Latest From Our Blog

February 2025 Charts

S&P 500 Valuations. The largest companies in the S&P 500 have significantly higher forward P/E ratios, with the top 10 trading at 30.7x earnings. Nearly 40% of the index weight is concentrated in those stocks, meaning these few companies have an outsized impact on index performance. Investors should be mindful of paying a premium for large growth stocks and the risks associated with increased market concentration.

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January 2025 Charts

S&P 500 Revenues. There is a prevailing market narrative that the U.S. market outlook is strong, while Europe, the UK, and China face challenges. However, 41% of S&P 500 revenues come from abroad. A recession in Europe and a slowdown in China could cause harm, while strong international economic conditions would provide a favorable tailwind for S&P 500 earnings.

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Five Important Tax Changes Coming in 2025

As we step into 2025, several tax changes are set to affect individuals. Staying informed about these changes can help you make the most of new opportunities and avoid potential pitfalls. Here’s a breakdown of five key updates to keep on your radar for 2025:

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