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December 12, 2019

Year-End Tasks and December 2019 Market Update
Markets
Retirement Planning
Webinars
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

Click here to download your Year-End Financial Checklist

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Your Retirement Optimism

A Weekly Letter from
David Hicks

Oakmont Advisory Group, LLC and Oakmont insurance, LLC are not affiliated with or endorsed by the Social Security Administration. All written content on this site is for information purposes only. Opinions expressed herein are solely those of Oakmont Advisory Group, LLC and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor prior to implementation.

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