Matt Curfman, CFP®, President & Co-Owner of Richmond Brothers reflects on the year-end results for 2022. In addition, he covers an important update on the Smoother Ride strategy and the Secure Act 2.0.

• 0:08 Happy New Year
• 0:37 2022 broad benchmarks
• 1:14 Corporate bonds’ historical performance
• 1:33 Importance of reviewing your Risk Number
• 2:11 Smoother Ride strategy update (video series discussed can be found here)
• 3:32 Secure Act 2.0
• 4:16 Matt’s goal for listeners

Or check out the Closed Captions here!

Sources:

Research Reports

YCharts

https://www.cnbc.com/2022/12/29/stock-market-futures-open-to-close-news.html

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.