• Matt Curfman, CFP, covers the year-to-date market conditions, what this means for our clients, and what they can look forward to in the month ahead by way of new investment options to consider.
  • 0:18 – What is driving market conditions
  • 1:26 – Federal Reserve & short-term rates
  • 2:03 – What this means for portfolios
  • 3:09 – Strategies to consider given the environment
  • 4:02 – New investment options ahead to consider

Or check out the Closed Captions here!

Sources:

YCharts

Research Reports

The commentary in this video reflects the personal opinions, viewpoints and analyses of Richmond Brothers employees, and should not be regarded as advisory services provided by Richmond Brothers, and are subject to change at any time without notice. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Past performance is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. Richmond Brothers, Inc. does not provide tax advice.