Trademark Capital Asset Management, Inc.

On behalf of the entire team, we want to extend our warmest wishes to you and your family. Whether you're celebrating with cherished traditions or keeping it simple, we hope your holiday season is filled with joy! ❄️ Please note that our office will be closed on December 24th and 25th, but we'll be back on December 26th to assist you with anything you need. Merry Christmas! 🎄 #Christmas

As 2024 wraps up, it’s an ideal time to reflect on your #spending and #budgeting habits from the past year. With this in mind, we have created a quick guide to help you review and refine your budget for the upcoming new year. Swipe through to learn more. ➡️ Have financial questions or need personalized advice? Our team is here to help you every step of the way!

The Federal Reserve Open Market Committee held its final meeting of 2024 yesterday, and here is what was announced: 📈 GDP economic growth is constructively positive and steady ✅ Core PCE #inflation is higher than the target, but progress is being made 💲Inflation is the primary concern of the Fed The Fed also announced... 📉 0.25% rate cut this month 📃 Balance sheet reduction (quantitative tightening) to continue 📉 Expectations are for 2 more 0.25% rate cuts in each of the next 2 years taking the Federal Funds Rate to 3.25%-3.50% by year-end 2026 📈 GDP growth is expected to be around 2% for the next 2-3 years So, what does this mean for #investors? 🤔 📉 Lower interest rates for money market funds and savings #rates 🏠 Slightly lower bond and mortgage rates 📈 Potential for 2%+ GDP growth Potential for the dollar to remain strong Thank you for watching! Subscribe to our YouTube channel to stay updated with our FOMC meeting recap videos ➡️ https://lnkd.in/gN5xrc9x #markets #update #education

As we approach the end of the year, you might notice a buzz about the "Santa Claus Rally." 🎅 This is a phenomenon that has intrigued #investors for decades, offering a unique blend of market #optimism and holiday cheer. With this in mind, we have put together a quick overview of the “Santa Claus Rally” and what you should know. 🤔 Swipe to learn more. ➡️ #markets #economics

🔍 Labor Market Insights: Initial Jobless Claims Surge in Early December The latest US Initial Jobless Claims report reveals some interesting dynamics in the #labor market: 📈 Key Highlights: - Initial jobless claims jumped to 242,000, a 17,000 increase from the previous week - Exceeded market expectations of 220,000 claims - Outstanding claims rose to 1,886,000, approaching a three-year high 🌍 Regional Breakdown: The non-seasonally adjusted claims saw a significant spike of 99,140, with notable increases in: - California: +14,827 - Texas: +9,480 - New York: +9,156 💡 Market Implications: This uptick may influence Fed discussions about potential rate cuts in the coming year, suggesting some softening in the labor market's previous resilience. #EconomicInsights #LaborMarket #JoblessClaims #EconomicTrends #Markets

A significant wealth shift is coming. By 2030, trillions of dollars will be transferred to the next generation. The retirement planning #industry has labeled this as the "great wealth transfer." "Fifty seven percent of Millennials are anticipated to collect $1 million or more in inheritance, according to Equitable." - 401K Specialist Magazine Nick Lane at Equitable states, "Our research shows that large sums of wealth will change hands at historic levels, and the recipients are likely to look for a financial professional they can trust for support and guidance." For financial advisors, this presents a unique opportunity to build strong, long-lasting relationships with your clients. By understanding their needs and providing expert guidance, you can position yourself as a trusted advisor and help them make the most of their inheritance. Learn more about this wealth transfer ⬇️ #markets #financialadvisors

📈 Understanding Bull and Bear Markets: A Quick Guide for Investors 🐂🐻 Ever wondered what drives the ups and downs of the stock market? Let's break down the key differences between bull and bear markets: Bull Market 🚀 🔹 Characterized by rising stock prices and strong economic growth 🔹Marked by high employment, growing GDP, and confident consumer spending 🔹Investors feel optimistic and are more likely to invest, expecting continued returns Bear Market 📉 🔹Defined by a significant stock price decline of 20% or more 🔹Often accompanied by economic challenges like rising unemployment and slower economic growth 🔹Investors become cautious, shifting to safer assets or holding cash The Big Takeaway: Markets are cyclical. While bull #markets bring growth and optimism, bear markets offer opportunities to reassess and strengthen your investment strategy. It is important to maintain a long-term perspective and stay disciplined, regardless of market conditions. #InvestmentTips #FinancialLiteracy #StockMarket #Investing

Now is the time to prepare for the most amazing season of all...tax season! 🙂 Okay, so maybe Tax Day doesn’t quite beat the holiday season, but it’s still important to begin compiling key documents. Doing so now can prevent a lot of headaches down the road. And to help you get started, we have put together a quick checklist.📄✅ Have questions about the upcoming tax season? Reach out to our team! We’re here to help. 📞 #Tax

📈 Understanding Bull and Bear Markets: A Quick Guide for Investors 🐂🐻 Ever wondered what drives the ups and downs of the stock market? Let's break down the key differences between bull and bear markets: Bull Market 🚀 🔹 Characterized by rising stock prices and strong economic growth 🔹Marked by high employment, growing GDP, and confident consumer spending 🔹Investors feel optimistic and are more likely to invest, expecting continued returns Bear Market 📉 🔹Defined by a significant stock price decline of 20% or more 🔹Often accompanied by economic challenges like rising unemployment and slower economic growth 🔹Investors become cautious, shifting to safer assets or holding cash The Big Takeaway: Markets are cyclical. While bull #markets bring growth and optimism, bear markets offer opportunities to reassess and strengthen your investment strategy. It is important to maintain a long-term perspective and stay disciplined, regardless of market conditions. #InvestmentTips #FinancialLiteracy #StockMarket #Investing

As the year comes to a close, it's crucial to be aware of the important deadlines regarding required minimum distributions (RMDs). With this in mind, we have put together an overview of these deadlines and their requirements. Swipe through to learn more. ➡️ #RMDs #Markets #Deadline