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January 2025 Market Update




Citrus Wealth Management


O: 909.312.4412 // F: 909.312.4441

1461 Ford Street, Suite 103, Redlands, CA 92373


The foregoing information has been obtained from sources considered to be reliable, but we do not guarantee that it is accurate or complete, it is not a statement of all available data necessary for making an investment decision, and it does not constitute a recommendation. Any opinions are those of Jeff Marvin and not necessarily those of Raymond James.

The S&P 500 is an unmanaged index of 500 widely held stocks that is generally considered representative of the U.S. stock market. The Dow Jones Industrial Average (DJIA), commonly known as “The Dow” is an index representing 30 stock of companies maintained and reviewed by the editors of the Wall Street Journal. Please keep in mind that individuals cannot invest directly in any index. Investing involves risk and you may incur a profit or loss regardless of strategy selected.




© 2025 Citrus Wealth Management         

1461 Ford Street, Suite 103
Redlands, CA 92373
(909) 312-4412        

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Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as Citrus Wealth Management. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Citrus Wealth Management is separately owned and operated and not independently registered as a broker-dealer or investment adviser.

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