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We were so pleased to host Apollo Lupesco of Dimensional Fund Advisors at our virtual town hall recently. In conversation with Jonathan Hall of Warburton, he answered your financial questions about the market’s performance and the economy.

Apollo, affectionately known as the “secretary of explaining stuff,” brought his expertise as a PhD in economics to our recent virtual town hall. He discussed:

  1. The market performance in 2024, including differences between the S&P 500, NASDAQ and Dow Jones.
  2. The best and worst performing stocks of 2024.
  3. With tariffs and tax cuts dominating the conversations, what investors can expect from the market in 2025.
  4. In the fight against inflation, the Federal Reserve is expected to make more rate changes in 2025.

Catch these insights and more in the virtual town hall playback!