27 minutes | Dec 11, 2020

Creating a Proactive Financial Plan for 2021

With market highs in February, a severe drop in March and now a great recovery again in November – 2020 has seen some extremely volatile market behavior. As it is coming to an end, it is important to plan for the future!In this episode, David Vallieres is joined by colleague Mark Burns to discuss how COVID and the recent elections have affected the market. They provide several meaningful insights into how you can proactively adjust your financial plan to the anticipated future changes in 2021.In this episode, you will learn:The key transition periods during 2020 and how to prepare for year endWays in which the elections affect you from a regulatory and a tax standpointHow technology has impacted the marketplace, the workforce and the clientsWhat’s around the corner for 2021 and your next steps going forwardAnd more!Tune in now to learn how you can enter 2021 with a solid long-term plan to better manage your finances!Resources: Synergy Capital Solutions | David Vallieres | Mark Burns | Email at: hello@synergycapitalsolutions.comHightower Advisors, LLC is an SEC registered investment adviser. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.
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