How could the mid-term elections affect your portfolio.  Russ opens with a discussion on that.  He also shares a couple of case studies.  One involves a couple in their late sixties and how he shored up their portfolio to help withstand any potential extreme economic downturns.  He also demonstrates how he worked on the overall plan of a couple that had too much in stocks for the long term and no cash flow in retirement.  Russ shared good questions to ask your advisor in times of economic turmoil and talked about outlook for tax policy.

You can reach Russell Hackmann by calling 617-299-7676.

Hackmann Wealth Partners