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Get up to speed on the latest trends and insights from the Cornerstone Private Wealth podcast. Brett Hina and Daniel J. Lesneski break down what’s moving the markets as the year comes to a close, and what investors should keep an eye on.

  • The impact and recent developments in algorithmic and AI-driven trading, including flash crashes and market volatility
  • Key takeaways from November's market performance and what led to swings in major indexes like the NASDAQ and S&P 500
  • Updates on the Federal Reserve’s rate decisions and what possible policy moves could mean for you
  • Important year-end tax planning strategies, including tax loss harvesting, RMDs, charitable giving, and new legislation changes
  • Market trends to watch for 2024, including small cap performance, international equities, and the evolving role of tech in portfolios

Stay informed with Cornerstone's clear, actionable insights for your financial future.

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Check out the YouTube page for the video version: https://www.youtube.com/channel/UCsfr4JFsdyNAYAR2BAQsWbA

Learn more about Cornerstone Private Wealth at cornerstonepw.com

Got a question or an idea for a future episode? Contact us at [email protected]

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8 episodes