Russ Hackmann discusses the current market trends leading up to the election, the implications of government spending and tax policies, the impact of AI on investing, and the importance of understanding portfolio performance. With insights on how the markets are reacting to political sentiments and the necessity of strategic financial planning, Hackman emphasizes the need for investors to be proactive in managing their portfolios, especially in light of potential tax changes and the evolving technological landscape. Hackmann Wealth Vice-President Jack Young joins with a case study where he describes strategies utilized to build in the monthly income a retiring couple knew they would need.
Reach Hackmann Wealth Partners at 617-674-2000.
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