Michele Martin Discusses Timely Portfolio Strategies on Yahoo Finance

Michele L. Martin, Eisner Advisory Group Partner and President of Prosperity, an EisnerAmper Company, had a wide-ranging discussion with host Brad Smith of Yahoo! Finance TV.  

The pair discussed the importance of diversifying portfolios amidst a pending presidential election and expected Federal Reserve interest rate cuts. Martin explained why short-term rates will shift downward in money market accounts as well as how to handle risk in portfolios through trimming back stock exposure in IRAs.   

Michele also gave her take on the expiration of the Tax Cuts and Jobs Act and thoughts on estate planning ahead of the end of 2025 as well as the impact on people in their 40s and 50s who might be closing in on retirement.

 
Watch the interview