Weekly Market Commentary
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Weekly Market Commentary!
Outlook 2025: Pragmatic Optimism
As we look to 2025, we remain cautiously optimistic. We’re cautious because no market environment is ever permanent, yet optimistic since constructive long-term technology trends are in place. Plus, potential tax policy and deregulation efforts in 2025 could provide some tailwinds — particularly from an economic perspective. While growth asset returns are not expected to be as robust in 2025, the investment environment should prove to be favorable for investors.
Where do you want to go? We can Help get there, together.
Sullivan and Schlieman Wealth Management, LLC is a comprehensive wealth planning firm established to serve affluent individuals and their families in an effort to plan for and pursue their financial goals. With a combined total of over 150 years of industry experience, we have the knowledge to develop a plan that is specific to your needs.
With the help of a committed staff, Andrew and Emily earn their clients’ esteem through hard work, open and honest discussion, and their team’s collaborative effort to exceed client expectations. As a result of earning their clients’ esteem, the team at SSWM has established client relationships that are multi-generational, lasting over 25 years.
RECOGNIZED IN FORBES AS A 2025 BEST-IN-STATE WEALTH ADVISOR
Andrew Sullivan has been recognized as the No. 2 advisor in Georgia on the 2025 Forbes/SHOOK Best-in-State Wealth Advisors list—a testament to his exceptional track record and continued excellence in the financial services industry. Andrew has been named to this prestigious list every year since 2021, reflecting his long-standing commitment to serving clients with integrity, insight, and care.
"We are thrilled to extend our heartfelt congratulations to Andrew Sullivan for the well-deserved recognition from Forbes, on behalf of the entire team at LPL," said Julian Lopez, Executive Vice President of Independent Advisor Services Relationship Management at LPL Financial.
According to Forbes, the annual ranking highlights the nation’s top-performing wealth advisors, evaluated based on a variety of criteria*, including industry experience, client retention, and assets under management.
Sullivan is a financial professional affiliated with LPL Financial, a leading** retail investment advisory firm, independent broker-dealer, and registered investment advisor (RIA) custodian. LPL provides the tools, resources, and technology that empower advisors to enrich their clients’ financial lives.
* The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.
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Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.
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