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The ‘Midwestern Millionaire’ Retirement & Fixed Income Opportunities

Joe Schmitz discusses consumer health and confidence, and what it means to have the bulk of the population reaching 65+. He says to watch tax cuts and jobs policies from the White House. He says it might be time to move from equities into fixed income and is overweight in large caps. He talks about the concept of the ‘Midwestern Millionaire’ ahead of his book debut next week.

The Watch List

19 Feb 2025

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