Market Update Q4 - Digest Version
Topics from this quarters’ Market Update with Jason and Dan included:
Required Minimum Distribution (RMD) wealth planning and tax update.
Discussion of financial markets. From Q4 stock performance to early rotation into small caps and international stocks.
Dan Powers reviewed Modern Monetary Theory and portfolio implications.
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V21022757
Topics from this quarters’ Market Update with Jason and Dan included:
Required Minimum Distribution (RMD) wealth planning and tax update
Discussion of financial markets. From Q4 stock performance to early rotation into small caps and international stocks
Dan Powers reviewed Modern Monetary Theory and portfolio implications
Watch the full QMU replay on demand:
For additional information on Required Minimum Distributions and tax implications visit: