Matt Curfman, CFP®, CEO & Co-Owner of Richmond Brothers, discusses the significance of the upcoming elections while emphasizing that markets are primarily driven by economic fundamentals rather than political outcomes. What aspects will be crucial for financial planning? Find out as Matt covers this while encouraging you to focus on what you can control.

• 0:56 Markets don’t care about elections
• 1:08 What’s happening in economy
• 1:43 What RB will be paying attention to once president announced
• 2:42 Secure Act example of changes for financial strategy tuning
• 4:30 Upcoming educational event on wills and trusts
• 4:57 Smoother Ride strategy reminders

Or check out the Closed Captions here!

Sources:

Research Reports

https://www.cnbc.com/2024/11/04/a-resilient-economy-and-strong-earnings-are-overpowering-normal-election-worries.html?__source=iosappshare%7Ccom.microsoft.Office.Outlook.compose-shareextension

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.