Market Recap Week Ended December 13, 2024

As we move into late summer 2025, the markets are likely to feel a bit more turbulent than usual. Trading volumes tend to lighten up this time of year, while global trade tensions, changing views on interest rates, and ongoing geopolitical uncertainty all add to the sense of unpredictability.

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As summer winds down and the holidays come into view, it’s a great moment to pause, reflect, and take some practical steps to wrap up 2025 on a high note. A little attention now can help you feel more in control—and less stressed—about your finances as the year ends.

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There’s a huge financial story quietly taking shape: “The Great Wealth Transfer.” In the next twenty years, more than $100 trillion will move from Baby Boomers and older generations to their children and grandchildren. 

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