Matt Curfman, CFP®, CEO & Co-Owner of Richmond Brothers, provides insights on the current market highs and investment strategies for 2024. The market is breaking through the barrier from more than two years ago, but the news headlines may be deceiving. What can you do to manage your portfolio and keep your risk tolerance comfortable? Learn more in this short clip!

• 0:15 Introducing Oliver the Goldendoodle
• 1:00 Market highs and what they mean
• 2:04 Recovery from high inflation in 2022
• 3:01 Current state of the economy
• 3:30 Importance of safety nets in a presidential election year
• 4:04 Beacon Smoother Ride Strategies
• 4:44 Importance of managing risk tolerance
• 5:05 April 4th client educational event

Or check out the Closed Captions here!

Sources:

YCharts

Research Reports

https://finance.yahoo.com/video/p-500-rise-30-over-171112604.html

https://www.cnbc.com/2024/03/04/bank-of-america-raises-sp-500-outlook-to-tie-highest-2024-forecast-on-wall-street.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.