Matt Curfman, CFP®, CEO & Co-Owner of Richmond Brothers, discusses the recent record highs in the market and the context on the significance of these highs. Will these translate to significant changes in a portfolio from a rate of return perspective? Learn more in this short video!

• 0:00 Intro
• 0:30 Excitement of markets hitting “record highs”
• 0:51 What does this “record high” look like?
• 1:41 Crossover point from 2021 to 2024
• 2:15 What does this mean for your portfolio?
• 2:54 Market chart 2022-2024 showing rate of return
• 3:43 Possible tailwinds later this year
• 4:15 Inflation thoughts
• 4:26 Presidential year market history

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Sources:

https://www.reuters.com/markets/us/futures-signal-more-steam-sp-500-after-record-high-2024-01-22/

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.