David Hicks In this webinar, Oakmont Advisory Group’s David Hicks and Ryan Gilmore review the stock market’s performance in the month of December, preview key influences on the market in 2020, and identify key year-end financial tasks.
Click below to watch the replay or view the slides.
Webinar Timestamps
00:35 Agenda & Sock Drive Update
01:45 San Francisco Fed President, Mary Daly on the possibility of a recession
2019 Market Overview
03:35 2019 Market Overview
05:30 Key Recession Indicators
06:04 Current S&P 500 Bull & Bear Indicators
06:25 Current AGG Bull & Bear Indicators
Things to Watch in 2020
06:32 US/China Trade Talks
07:36 Democratic Primaries and the General Election
Year-End Items
09:20 Required Minimum Distributions (RMDs)
10:10 Qualified Charitable Distributions
11:20 Roth IRA Conversions
11:53 2019 401(k) Contributions
13:10 Review your monthly/annual budget
Have Questions?
13:43 How to contact Oakmont
