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, CFP

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