Ep. 3 Concentration Risk

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Moving Markets

Business


Welcome back to Moving Markets! On today’s episode, we give you three important market updates. Tune in to hear the important news. Topics: Market concentration risk. The shift in the marketplace from twenty years ago today. How elections affect the markets. Why communication is important. Changes to the tax laws as of 2020. Quotes: “When you look today, it’s a much different market than it was twenty years ago.” “The top five that were in the S&P twenty years ago, there’s only one that’s the same.” “Everyone pick up your retirement accounts, your 401K’s, or your IRA’s and review who you have listed on there as beneficiaries.” Resources: The Lerner Group