A Global Pandemic: One Year Later

A Global Pandemic: One Year Later

We live in a different world than we did just a year ago, and if there’s one thing that we’ve learned over the years, it’s that seasons of change can bring about a lot of questions! Have you found yourself wondering…

  • What was the effect of the pandemic on my portfolio? How am I doing now?
  • Should I be concerned about inflation?
  • Is there anything in the American Rescue Plan that affects my financial plan?
  • What about the proposals from the Biden Administration – how might those affect me?

In this webinar, we discuss the ups and downs of the pandemic, where we are today, and what we think may lie ahead.

Here’s a sneak peek at our panelists’ comments that you’ll find addressed in the recording below.

Yusuf Abugideiri, CFP

“The recovery has been a story about resilience. To tell that story, we’ll be using charts… lots of charts. And the charts tell a good story!”

Dr. Dave Yeske, CFP

“As for what the crystal ball predicts for 2021, we really can’t say. My economic intuition is that…”

lauren stansell

Lauren Stansell, CFP

“There’s been a lot of talk about potential increased taxes. What planning will we do together if these changes come to fruition?”