Market Kick Off from the Cornerstone Wealth Team

January 28, 2021

The Cornerstone Wealth Investment Team provides a review of the 2020 economy and what we anticipate for the new year. Join us for our market kick off webinar and visit https://www.cwgadvisors.com/market-update/ for additional resources.

Key talking points from Market Kick Off:

  • Economic recap of 2020 and outlook for 2021
  • A guide to potential tax law changes in 2021 under the new administration
  • How a bill becomes a law
  • Financial planning and asset allocation in the new year

Timestamps:

  • 0:00 Intro
  • 3:39 Potential Tax Changes
  • 23:38 Market Update
  • 49:46 Key Takeaways
  • 49:58 Conclusion

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This is for informational purposes only. Please visit irs.gov for additional tax-related information. Investment advisory services offered through Cornerstone Wealth Group, LLC dba Cornerstone Wealth, an SEC-registered investment adviser.