Russ Hackmann discusses the current state of the stock market, highlighting a weak start to 2025 with rising interest rates and mixed sector performances. He emphasizes the importance of proactive portfolio management and risk assessment as we navigate potential economic challenges. The conversation also draws parallels between financial fitness and physical health, advocating for diversified investment strategies and stress testing financial plans to ensure long-term stability and growth. Hackmann Wealth Partners Senior Vice-President Clare Hare also joins with a case study.
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