Investment Planning Knowledge Circle: 2025 Insights and Key Themes in the Year Ahead
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The S&P 500 returned over 20% in 2023 and 2024, a feat that was last duplicated 25 years ago.
What might investors expect in 2025?
In this Knowledge Circle guest speaker Charles Sherry will review key metrics that impacted markets last year and what may influence markets in 2025, leaving you with actionable takeaways that can be shared with clients.
Charles Sherry, M.Sc.
Principal
Financial Jumble
Charles Sherry is a financial writer, analyst and speaker who works primarily with financial advisors and planners, providing timely content which can be used for newsletters, blogs and social media.
He has 25 years of industry experience, including 15 years at Charles Schwab and decade working directly with financial planners and advisors.
Additionally, Charles shares his views with various audiences, and is a regular contributor to Horsesmouth, an industry leading publication and resource for financial advisors.
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