Matt Curfman, CFP®, CEO & Co-Owner of Richmond Brothers, discusses the significant developments of 2024 and what Richmond Brothers is anticipating for the new year ahead. What does Richmond Brothers feel will continue to impact the sectors in 2025? Tune in to find out!

• 0:00 Happy (belated) birthday Oliver
• 0:41 Recap of 2024
• 0:51 Federal Reserve’s decision to lower interest rates
• 1:35 stock market closed positively for the year
• 2:13 looking ahead for 2025
• 2:19 importance for retirees and investors to focus on the current tax code
• 2:51 Artificial intelligence
• 3:04 anticipate market fluctuations throughout the year
• 3:18 Richmond Brothers’ commitment to working closely with clients
• 3:54 Client tax checklist later in January
• 4:16 We are grateful for our family of clients!

Or check out the Closed Captions here!

Sources:

Research Reports

Ycharts

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.