On this week’s episode, Jay Peroni, CFP® dives into investment trends in the month of November and how did “sell in May and go away” work out in 2024? Then Jay looks at some important investment themes on his radar for the rest of 2024 and into 2025. Then Jay covers the latest Eventide study showing nearly 90% of Christians want ethical investments yet few actually implement a faith-based strategy. Where is the disconnect and how can investors get more of what they are seeking? Then later in the show, Jay highlights some yearend tax opportunities, how investors can make sure their retirement plans never go backwards, and then he highlights a few unusual or little-known investments that achieved triple digit returns in 2024. You don’t want to miss this exciting episode…

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