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


Watch the full QMU replay on demand:

For additional information on Required Minimum Distributions and tax implications visit:

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Short Squeeze & Q4 Earnings

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Tax Info Regarding the 2020 RMD Rollover