Matt’s Minutes: Year-End Suggestions


  • Matt Curfman, CFP, President & Co-Owner of Richmond Brothers discusses how the markets have been performing and what you should consider as the year winds down should you have any market losses in your portfolio.
    • 0:23 Stock market volatility drivers
    • 0:55 Inflation and the housing market
    • 1:31 Midterm elections
    • 1:43 Quarterly earnings from companies
    • 2:04 Recession indicators?
    • 2:51 Have the markets bottomed?
    • 3:35 What to do now as an investor
    • 4:46 Other year-end strategies to consider

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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.

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