Russ Hackmann discusses the recent underperformance of the Magnificent Seven stocks compared to the broader market, the implications of fluctuating oil prices, and strategies for achieving tax-free income in retirement. He emphasizes the importance of having a comprehensive retirement plan that addresses potential risks and the difference between merely having a portfolio and a well-structured financial plan. Additionally, he shares insights on the joy of doing nothing in retirement and the significance of maintaining friendships as one ages. Looking ahead, he provides a market outlook for 2026, highlighting the need for careful planning in an ever-changing economic landscape. Hackmann Wealth Senior Vice-President Clare Hare joins with a case study.
Reach Hackmann Wealth Partners at:
617-674-2000: Boston
703-997-5500: DMN
860-321-6800: Hartford