2025 Market Briefing

We provide comprehensive financial planning on an hourly-fee basis and professional portfolio management services at 0.5% of the value of managed assets. We also provide tax services through our affiliate firm, Smitson Erhart-Graves Tax Advisors.

Worley Erhart-Graves Financial Advisors

The markets kept us on our toes again in 2024.

The Pyramids

The markets kept us on our toes again in 2024. It was an election year, which always brings an extra level of uncertainty and volatility. Interest rates, inflation, and the unemployment rate continued to defy expectations and global socioeconomic events applied their own set of pressures to the markets.In a world where we are all constantly flooded with information, investing can become overwhelming. It doesn’t have to be that way. If you are interested in learning more about investing to ease your concerns, join Juli Erhart-Graves, CFP®, Margaret Gooley, CFP®, CDFA®, and Shane Fagan, CIMA®, as they provide an overview of the history of investing and put 2024 into perspective. Then, they will look forward at expectations for 2025 and beyond, with plenty of time for a question-and-answer session to close out the evening.If you would like to learn more about investing so you can feel more confident about your financial future, invite a friend and join us for this free workshop. Light refreshments will be served.<blockquote>Worley Erhart-Graves Financial Advisors is a registered investment advisor and only transacts business in states where it is properly registered, or notice filed or excluded or exempted from registration requirements. Registration as an investment advisor is not an endorsement of the firm by securities regulators and does not mean the advisor has attained a particular level of skill or ability. Past performance does not guarantee future results.</blockquote>

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2025 Market Briefing

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2025 Market Briefing

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