2 Question Tuesday – 12/03/2024 – What Financial Planning Moves Should Investors Make Before The Year End? Do You Think There Will Be A Santa Rally?

Welcome to 2 Question Tuesday. This week’s client submitted questions were:

  1. What financial planning moves should investors make before the year end?
  2. Do you think there will be a Santa rally?

Phil, Mike, and Larry talk about the financial planning moves investors should make before the year ends, such as tax-loss harvesting. They then discuss the possibility of the stock market experiencing a Santa rally over the next month.

Submit your questions to question@2questiontuesday.com

As always, if you have any questions at any time, please feel free to call your adviser directly at (845) 691-4035.

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Host Lawrence Carrel’s books available available at Amazon.com

Focused Wealth Management • Fiduciary financial advisors serving Orange County, New York