Breadth of Life: Post-Election Market Trends by Charles Schwab Asset Management
Some post-election stock market excitement has receded, but the story of strong breadth—which predated the election—has not changed and continues to support the market for now. Expect broad participation, sharp sector rotations, and more volatility. That cyclical sectors continue to do well and defensive sectors don’t is a good sign and indicates that the election wasn’t a change event but a clarifying one.
Remote work levels drop in 39 of the 40 largest markets—what it means for housing by ResiClub
We’ve seen a steady drop in fully remote work since 2021. A sharper than expected WFH reversal could leave housing markets that benefited most from WFH vulnerable.
Donor-advised funds are drawing a lot of assets besides cash – taking a bigger bite out of tax revenue than other kinds of charitable giving by The Conversation
The preferred charitable avenue for many high-net-worth investors continues to receive appreciated assets versus cash as that’s an excellent way to reduce your tax bill.
Year-End Money Moves: 10 Valuable Planning Opportunities to Consider by Fiducient Advisors
Donate appreciated securities instead of cash, consider a QCD for charitable contributions from your IRA, harvest losses in your taxable accounts, beware of large taxable mutual fund distributions, maximize retirement account contributions, and consider annual and lifetime gifting.
Why Our Best Investment Ideas for 2025 Are Outside the US by Morningstar
Many professional investors are worried that the U.S. stock market is too expensive and are more attracted to international opportunities with ten-year expected returns higher elsewhere.
Book Recommendation
The Why Is Everything: A Story of Football, Rivalry, and Revolution by Michael Silver
From an award-winning journalist, the inside story of the brilliant, hypercompetitive young coaches who threw out decades of received wisdom to fundamentally remake America’s most popular sport.
Boston Corner
Your Boston holiday ice cream guide by Axios
