November’s financial markets painted a picture of robust economic resilience, with the S&P 500 triumphantly crossing the 6,000-point milestone. Consumer Confidence hit a 10-month peak, bolstered by optimistic job market perceptions and strong retail sales that demonstrated remarkable economic strength despite lingering uncertainties. Inflation settled at a modest 2.6% year-over-year, with Federal Reserve Chair Jay Powell describing the economy’s performance as “remarkably good” and signaling a measured approach to potential interest rate adjustments. Global markets experienced notable shifts, with the US Dollar strengthening and international equities recalibrating in response to potential policy changes under a new administration.

As we head into the holiday season, Pathstone CEO Matt Fleissig and President Kelly Maregni share some brief reflections on 2024 and their excitement for the year ahead, in the video below:

Wealth Planning Services | Interview

Pathstone’s tax, personal CFO, and risk management teams create a client experience where the sum is greater than the parts. In an interview that brings this value to life, Managing Director Jimmy Whalen talks with Janet Brantley, EMD and head of Tax Planning & Compliance, and Amy Geiger, MD and head of Personal CFO Services, about their comprehensive services and collaborative approach.