Prestige Wealth Management Group 4Q2020 Webcast
Roy Williams ChFC, John DeAngelo CFP® and Paul Esposito, CFA, CFP® discuss how the following can impact the markets, economy and your portfolio:
- Recap of Q4's Market & Economic results
- 2021 Markets & Economic Outlook
- COVID-19 risks on markets & your portfolio
- Impact of government spending & tax policies
- Your role in planning for possible opportunities
A Wealth Advisor Can Help
Our wealth advisors are ready to help with an obligation free complimentary review of your investments and will design a custom financial plan to fit your goals and objectives. If it's good, we'll tell you. If it's not, we'll provide feedback on things that can help.
