December’s surprisingly strong jobs report has reignited concerns about the U.S. economy’s trajectory. Is this a sign that the economy risks reaccelerating and overheating? What does this mean for the Federal Reserve’s plans for monetary policy in 2025, and for investors?

Highlights from the week of January 3 – January 9, 2025.

Robust economic data and expectations for fewer rate cuts this year hurt equities as bond yields rose.

Robust economic data and expectations for fewer rate cuts this year hurt equities as bond yields rose.

Interval funds may provide access to potentially higher-yielding, less-liquid securities while also offering periodic liquidity.

America’s economy is riding high into the new year, lifting investor expectations skyward. Our panel discusses what could propel (or derail) markets in 2025.

Uncertainty around China and the upcoming transition of the U.S. government weighed on the markets this week.

Uncertainty around China and the upcoming transition of the U.S. government weighed on the markets this week.

Private equity has traditionally been dominated by large institutions, but is gaining ground in individual investor portfolios.

New features may not be what your plan needs this year. There’s plenty to be gained from simply refining what already works.