The [can we keep it going?] December Newsletter

Nate Collins works with a select number of business owners and their families to help achieve their financial goals. Nate provides in-depth tax-mitigation strategies and estate planning.

MY MARKET HISTORY LESSON

In December 1974, Burton Malkiel, a Princeton economist, published groundbreaking research demonstrating that small-cap stocks consistently outperformed large-cap stocks in December. His study revealed a predictable market anomaly where smaller companies experienced significant price appreciation in the final weeks of the year.

Wall Street initially dismissed his findings, but investment firms gradually incorporated his "December effect" strategy. Malkiel's research became a cornerstone of modern portfolio theory, proving that careful analysis could reveal hidden market patterns. His work transformed how investors approached year-end trading, making him a quiet revolutionary in financial research.

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MY EVENTS

On February 4, I’ll be hosting a growth and exit strategy summit and networking event for healthcare (and all related industries) founders and CEOs.

It will be an intimate gathering at which former founders, CEOs, and investors share their growth and exit stories, and transaction insights with those who are thinking about selling their businesses or growing with PE partners someday. Founders and CEOs will walk away with a better understanding of what drives value, how to implement effective personal tax mitigation strategies, where to begin the exit planning journey, and some new connections.

For more information and to register, go to this registration page.

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RAYMOND JAMES MARKET RECAP - November 2024

The U.S. stock market rallied following the election, with the S&P 500 crossing 6,000 and finishing up 5.7%. Small-cap stocks outperformed, benefiting from potential interest rate cuts and expected deregulation.

Donald Trump's election victory and Republican control of Congress created market optimism, particularly in sectors like banking and consumer discretionary. The incoming administration's proposed 60% tariff on Chinese goods drew international attention, though its potential economic impact seems limited.

Investors remain cautious, recognizing that while politics drive headlines, market fundamentals ultimately determine long-term performance.

Full market recap here

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YOUR CALL TO ACTION

If you're a business owner who hasn't updated your estate or personal tax strategy recently, now is the time. Let's connect and ensure your business and personal wealth strategies are aligned for maximum benefit.

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Opinions expressed in the attached article are those of the author/speaker and are not necessarily those of Raymond James. All opinions are as of this date and are subject to change without notice. Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.

Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.

This material is being provided for information purposes only and is not a complete description, nor is it a recommendation.?

Every investor's situation is unique, and you should consider your investment goals, risk tolerance and time horizon before making any investment. Prior to making an investment decision, please consult with your financial advisor about your individual situation.

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