Real Money Pros - (12/07/24) - The Economic Goldilocks

Ben Barzideh and Jeremiah Bates begin the show with a discussion on recent “Goldilocks” economic data, highlighting stable growth and a positive outlook for Federal Reserve rate cuts, easing concerns about a hard landing.

They explore the fascinating divide between investor pessimism and advisor optimism. While many investors remain cautious, advisors are bullish, signaling potential opportunities in the market. If you're wondering how to make the most of year-end planning, they also talk about key tax strategies, including donor-advised funds for charitable giving, QCDs for those taking RMDs, and tax loss and gain harvesting to maximize your tax efficiency.

Finally, the guys break down current market trends, sector performance, and what potential policy shifts under the new administration could mean for your portfolio.