January 2025 MyPlanIQ Portfolio Update

January 2025 MyPlanIQ Portfolio Update

In this issue:

  • 2024 Review
  • Fund Analysis: Be Cautious with Options-Based Income Funds
  • Economic & Market Indicators
  • Model Portfolios
  • Funds to Watch
  • Expect a Bumpy Ride: Outlook for Stocks and Bonds in 2025
Introducing the Save More, Grow Wise Newsletter

Introducing the Save More, Grow Wise Newsletter

Introducing Save More, Invest Wise Newsletter that focuses on retirement savings, retirement investments, etirement planning, personal finance topics such as debts and spending, and tools.