Microsoft represents 6% of the S&P500 — but how does it perform compared to the overall index? Well, over the last year, it’s been surprisingly… flat.

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 initial market reaction to the Trump win was positive and only time will tell if the rally was premature or the start of a longer trend.

Markets were shocked by the sudden downfall of Silicon Valley Bank (SVB), one of the biggest banks servicing startup companies around the world.

October and November were great performance months so far in 2022. Is it sustainable or more of a relief rally? No one knows but based on data, it looks like a possible trend.

Whatever “this” is in 2022—the post-pandemic inflation where things are good, but also not so good. We’ll look back at this period and say, “I should’ve done this,” because we’ll benefit from hindsight. “In this economy?” covers so many things, and I won’t be able to use it forever.

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.