Welcome to RKL Wealth Management’s video update for Fall 2020. This quarter, we put the presidential election and its potential impact into historical context and offer key considerations from both an investment and financial planning perspective. Senior Wealth Advisor David Morais facilitates this presentation, which features market and economic insights from Chief Investment Office/Executive Vice President Nick Boyer and a financial planning update from Senior Wealth Strategist Bill Onorato.
In this 52-minute video, Bill and Nick discuss:
- Tax policy outlook and planning (02:24)
- Election impact on the economy and financial markets (20:35)
- The ongoing COVID-19 pandemic (32:55)
- The status and likelihood of a fourth federal stimulus deal (40:25)
- What this all means for client portfolios (44:47)
