Matt Curfman, CFP®, CEO & Co-Owner of Richmond Brothers, explores the intricacies of tax rates and how they might evolve in the coming months. Stay tuned for valuable insights and analysis plus more about the Smoother Ride strategies.

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  0:12 Markets preferred “no uncertainty” around elections
• 0:46 What RB is paying attention to for retirees and near retirees after elections
• 1:10 US Deficits and what RB view is about tax rates
• 2:26 Fed Reserve and interest rates – cuts?
• 3:03 Corporate earnings strong
• 3:22 AI driving growth for businesses
• 3:32 Unemployment is fairly low nationally
• 4:02 Smoother Ride strategy outcomes
• 4:30 Markets stronger in 2024 – how does RB feel about this?
• 5:02 Possible Black Swan events & Smoother Ride safety nets
• 5:32 Please join us for our Sweets & Treats Open House
• 5:48 We appreciate you!

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Sources:

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.