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

 

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.&nbsp; Hackmann Wealth Partners Vice-President Jack Young joins with a case study.
Reach Hackmann Wealth Partners at 617-674-2000.
<a href="https://hackmannwealth.com">Hackmann Wealth Partners</a>
<a href="https://www.hackmannwealth.com">www.hackmannwealth.com</a>
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Russell Hackmann and the team at the Wall Street Sweeper bring everything you need to know about retirement and income planning in a fast paced format. Each week, we reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and reduce taxes.

Russell F. Hackmann, CFA, is the president of Hackmann Wealth Partners. Russell has over 25 years’ experience advising individuals and institutions on wealth and risk management. Prior to founding Hackmann Wealth Partners, Russell served as president of Axio Group and Axio Insurance Services, a New York-based securities and insurance distribution company. In addition, Russell served as Global Head of Variable Annuity Reinsurance at Swiss Re and held various executive positions in the derivatives business of Lehman Brothers, Bank of America, and UBS. Russell earned a bachelor’s degree magna cum laude from the Georgetown University School of Foreign Service, an MBA with high honors from the University of Chicago Graduate School of Business, and also holds the Chartered Financial Analyst (CFA) designation.

Hackmann Wealth Partners offers financial planning, portfolio risk review and asset management, legacy and estate planning, and insurance services throughout the United States.

For more information, visit https://hackmannwealth.com/ or call (617) 299-7676.

Russell Hackmann and the team at the Wall Street Sweeper bring everything you need to know about retirement and income planning in a fast paced format. Each week, we reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and reduce taxes.
Russell F. Hackmann, CFA, is the president of Hackmann Wealth Partners. Russell has over 25 years’ experience advising individuals and institutions on wealth and risk management. Prior to founding Hackmann Wealth Partners, Russell served as president of Axio Group and Axio Insurance Services, a New York-based securities and insurance distribution company. In addition, Russell served as Global Head of Variable Annuity Reinsurance at Swiss Re and held various executive positions in the derivatives business of Lehman Brothers, Bank of America, and UBS. Russell earned a bachelor’s degree magna cum laude from the Georgetown University School of Foreign Service, an MBA with high honors from the University of Chicago Graduate School of Business, and also holds the Chartered Financial Analyst (CFA) designation.
Hackmann Wealth Partners offers financial planning, portfolio risk review and asset management, legacy and estate planning, and insurance services throughout the United States.
For more information, visit <a href="https://hackmannwealth.com/">https://hackmannwealth.com/</a> or call (617) 299-7676.

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