We’re proud to present RKL Wealth Management’s video update for Winter 2021. This quarter, we divided up our presentation into individual video segments for your viewing convenience.
Senior Wealth Advisor Haley Schwartz kicks off this quarter’s update with firm news and notes, including recent professional achievements and new members of the RKL Wealth Management team.
With a new administration underway, Senior Wealth Strategist Bill Onorato takes stock of potential tax policy changes on the horizon and the outstanding questions/issues the RKL Wealth Management team is monitoring. Click below to watch his 19-minute presentation.
Investment Office/Executive Vice President Nick Boyer delivers an an 18-minute economic outlook, which touches on U.S. economic growth and competitiveness, fiscal stimulus, financial conditions and the global economic recovery.
In just over eight minutes, Senior Portfolio Manager Brandon Adams provides a market review, which covers S&P 500 market movement, core asset class returns for 2020, equity valuations and the importance of portfolio rebalancing.