Markets In Motion: Stocks Pull Back, Small Caps Lead & Fed Rate Cuts in Focus

In this week’s market update, Summit Puri—Chief Operating Officer and Co-Chief Investment Officer at Whitaker Myers Wealth Managers—breaks down what moved markets and what it means for your portfolio.

📉 Market Snapshot
U.S. stocks ended the week slightly lower amid choppy trading
S&P 500: -0.52%
Nasdaq Composite: -0.92%
Small caps and value stocks outperformed as market leadership continued to rotate

💡 Key Themes This Week
Rotation from large caps into small and mid-cap stocks
Defensive sectors and real estate leading amid policy and rate uncertainty
Financials lagging due to regulatory and policy noise
Bonds mixed, with longer-duration Treasuries outperforming shorter maturities

📈 Economic & Market Indicators Covered
Atlanta Fed GDPNow showing projected 5.3% economic growth
Unemployment claims and labor market trends
Mortgage rates and housing affordability

📅 Special Invitation: Free Webinar – January 26
As we begin a new year, many people are asking how to gain better control of their finances. Join our upcoming webinar led by:

Tim Hilterman, CFP®, Chief Financial Planning Officer
Joe Mains, Financial Coach & Adviser
👉 Register using the link in the description below
whitakerwealth.com/webinars

👍 If you found this update helpful, please like the video—it helps us reach more viewers.
🔔 Subscribe to stay up to date with our latest market insights and financial planning content.
Thanks for watching, and we’ll see you next week!

#WhatWeLearnedInTheMarkets #MarketUpdate #EconomicOutlook

We are one of Ramsey Solutions and ‪@TheRamseyShow‬ largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom.

We also have a ‪@TheRamseyShowEpisodes‬ Financial Coach on staff to help with budgeting and debt pay-down strategies.
You can find more information about Whitaker-Myers Wealth Managers at: https://www.whitakerwealth.com

Whitaker-Myers Wealth Managers, Ltd. (“RIA Firm”) is a registered investment adviser in Ohio that serves clients nationwide through our relationship with Dave Ramsey and Ramsey Solutions. Whitaker-Myers Wealth Managers, Ltd. may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Whitaker-Myers Wealth Managers, Ltd.’s media is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Whitaker-Myers Wealth Managers, Ltd.’s media on the Internet should not be construed by any consumer and/or prospective client as Whitaker-Myers Wealth Managers, Ltd.’s solicitation to effect or attempt to effect transactions in securities or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Whitaker-Myers Wealth Managers, Ltd. with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Whitaker-Myers Wealth Managers, Ltd., please contact the state securities regulators for those states in which Whitaker-Myers Wealth Managers, Ltd. maintains a registration filing. A copy of Whitaker-Myers Wealth Managers, Ltd.’s current written disclosure statement discussing Whitaker-Myers Wealth Managers, Ltd.’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Whitaker-Myers Wealth Managers, Ltd. upon written request. Whitaker-Myers Wealth Managers, Ltd. does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Whitaker-Myers Wealth Managers, Ltd.’s web site or incorporated herein and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
​
This information are provided for guidance and information purposes only. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.
​
Whitaker-Myers Wealth Managers is not giving tax, legal or accounting advice. Consult a professional tax or legal representative if needed.
​
Insurance products and services are offered and sold through Whitaker-Myers Insurance Agency Inc. and Whitaker-Myers Benefit Plans, LLC, and individually licensed and appointed insurance agents.