Russ discusses various topics related to the financial markets and retirement planning.  He mentions the recent market volatility and the impact of the presidential race on different sectors. He also talks about the role of AI in the market and whether the hype around it is justified. Additionally, he emphasizes the importance of tax planning and avoiding tax surprises.  Hackmann suggests strategies for holding on to gains and reducing risk in investment portfolios.  Russ and Hackmann Wealth Vice-President Jack Young offer case studies.

Reach Hackmann Wealth Partners at 617-674-2000.

Hackmann Wealth Partners