Thought Leaders in a World of Canned Content

One big issue for investors will be when we expect these tax changes to start.

Who could have known what lie ahead this time last year? 2020 began with high hopes and ended in the same way. Throughout the year, the pandemic, politics, civil unrest and markets all provided surprising twists and turns. Above all, 2020 seems to have accelerated many new social and economic trends.

The U.S. Senate and House of Representatives overwhelmingly passed a $900 billion COVID-19 relief bill Monday night.

Recently I was speaking with a journalist writing an article for TD Ameritrade on the topic of value. Specifically, the question posed was “How can financial advisors demonstrate added value to their clients?” This is a question I felt quite qualified to answer as it is a continual focus at our firm.

When you think about your legacy, what comes to mind? How much money your kids will be left with? The property in the mountains you have so many great memories in? Does your impact on the community surface?

Every quarter the CWG Investment Committee takes a look back at the calendar year and reviews what has taken place in the economy and markets.