• How did we manage our client accounts last year?
  • What does 2021 have in store (according to analysts)?
  • How can you minimize your tax liability?
  • What are some good financial new years resolutions?

Tune in to our webinar to hear our fiduciary advisors discuss the answers to these questions. Daniel review what occurred in the economy and the stock markets in 2020. Jim will discuss what things we are preparing for this year and what analysts are saying about 2021. Jaimee will review some ways to minimize your tax liability as well as some financial New Year’s Resolutions.

If you have any questions on your specific circumstances please call or email us.