Jon Wax’s Year-End Update: Top 3 Things You Need to Know on the Election, the Markets & More
From job losses to market volatility, the pandemic has caused economic uncertainty and has become a recurring issue in the presidential election. So what does it all mean for investors like you? In my latest video, I will cover these vital topics:
* Election Impact: Will markets dive – or thrive?
* Year-End Tax Planning: Strategic moves to consider making right now
* U.S. Equities Trajectory: Outlook for Q4 and 2021
* Retirement savings, RMDs, and charitable contribution deadlines
* The importance of updated risk assessments & portfolio reviews
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