In his opening market update, Russ discusses the most recent bank faurure, the path of fed policy, and what this all means for you.  He shares the assets that he is currently using in clients’ portfolios and shares two case studies.  With one couple, he looked over their portfolio of mutual funds and replaced with U.S. based S&P and dividend paying stocks.  He detailed his proposed solution for another couple that involved building in safe growth, increased yield on cash, cash flow, and a good Social Security Strategy.

You can reach Russ Hackmann by calling 617-674-2000.

Hackmann Wealth Partners

See omnystudio.com/listener for privacy information.