Matt Curfman, CFP®, CEO & Co-Owner of Richmond Brothers, provides an insightful analysis of the stock market, economic updates, and K-1 tax documents. He also discusses our upcoming educational event on May 15th for both those local and not! Learn more in this short clip!

• 0:05 Oliver & Parker cuteness
• 0:40 Video Agenda
• 1:01 Market perspective benchmark
• 1:51 Economic updates
• 3:15 K-1 tax documents
• 4:20 Richmond Refreshers: Live!

Or check out the Closed Captions here!

Sources:

YCharts

Research Reports

https://www.cnbc.com/2024/03/20/fed-meeting-march-2024-.html

https://www.fidelity.com/tax-information/tax-topics/ubti#:~:text=UBTI%20is%20subject%20to%20taxation,990%2DT%20must%20be%20filed

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.