SVP and Portfolio Manager Paul Nolte reviews how the financial markets did in 2020 and what to expect in 2021. He addresses the implications of the Georgia elections, the potential for higher taxes, and what a return to work might mean for tech stocks. Also under discussion: how complications or delays with the vaccine processes might influence the market, and what will be required for IRA distributions in 2021.
We believe the first step to successful investment management is sound financial planning, ensuring that every client gets the specialized attention required to meet their investment needs. To us, the only thing that matters is long term client satisfaction.
Get updates directly to your inbox
The latest insights and news from our advisors.
Unsubscribe at any time.