In this episode of the Wall Street Sweeper, Russ Hackmann discusses the current state of the markets, the outlook for 2025, and essential financial tips for the new year. He emphasizes the importance of reviewing investment portfolios, identifying toxic investments, and preparing for potential market disruptions. The conversation also touches on the significance of having a financial plan rather than just a portfolio, and the need for estate planning and tax minimization strategies.  Hackmann Wealth Partners Vice-President Jack Young joins with a case study.

Reach Hackmann Wealth Partners at 617-674-2000.

Hackmann Wealth Partners

www.hackmannwealth.com