Outlook 2021 Webinar

This year’s Outlook 2021 Webinar covered a variety of topics, including insights on the economy, the markets, and financial planning strategies for 2021, as well as a special message from Andrew Busch, Economist, Futurist and the first CMIO for the US Government.

Click here to view video!

Noted below are some key insights from the webinar as well as recommended reads from Andy. 

  1. Estimated share of U.S. population with COVID-19 antibodies has grown from 27% (Dec 20th) to 38% (Feb 3rd), mainly from vaccine rollouts.
  2. There has been $10.4 trillion of stimulus spending and monetary support injected into the US economy.
  3. There are supercharged trends in 2021 such as work from anywhere (WFA), a high adoption of technology and data use, and environmental, social and governance funding developments.

 Here are articles Andy Busch recommends as a follow up to his discussion:

  Robinhood and GameStop: essential issues for regulators and investors

  Powell Wont’ Pop This Bubble (yet)

  Climate Action 100 report on sector level-progress on climate

  World Economic Forum future of jobs report

  CATO Fiscal Policy Report on America’s Governors 2020

Planning with you for 2021 is our priority

Please complete and bring in the My 2021 Agenda below to meet (virtually or in-person) with your Wealth Advisor. Together, we will explore how to align your financial plan with your priorities for the year ahead.

My 2021 Agenda

  1. Tax Planning
  2. Estate Planning
  3. Portfolio Risk Review
  4. __________________
  5. __________________

 

Please contact us below to receive individualized insights on topics that matter to you. We look forward to connecting with you soon!

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