Press Release

2025 Highlights the Necessity of Risk Management

January 8, 2025

Tom Connaghan

WealthManagement.com

San Francisco Bay Area based Senior Wealth Advisor Tom Connaghan emphasizes the importance of risk management in 2025. He notes that while large cap technology companies were dominant until mid-2024, their influence has started to wane. In spite of this, investor sentiment and industry forecasts continue to reflect a willingness to pursue these dominating businesses. With the change in administration, Tom suggests it is an opportune time to review and align investment portfolios with both short and long-term financial goals. He believes by doing so, investors can also leverage strategies that can help minimize their tax liabilities.

Read his byline in WealthManagement.com here: https://bit.ly/4j1NQDl

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