What did we get right and wrong about 2024 — and what might we expect to see in 2025? Hao shares predictions based on trends and data.

The Fed has focused its attention on inflation expectations, which for both consumers and businesses, have come down to about 3%.

In an additional effort to make financial planning less intimidating and more straightforward, the firm will be launching a podcast—Top of Mind with Consilio Wealth Advisors.