All COVID-19 Content

Webinar: 2021 Capital Markets Forecast & Your Portfolio

Tony Roth |
Investment Management

Chief Investment Officer Tony Roth, Chief Economist Luke Tilley, Head of Investment Strategy Meghan Shue, and Senior Portfolio Manager Steve Norcini discuss the three accelerating trends featured in our 2021 Capital Markets Forecast—as well as the potential impacts of the election results.Please see important disclosures at the end of the webinar.

Read More...


Tax and Estate Planning: Year-End Strategies

Lisa Ligas |
Emerald GEMs

October 20, 2020, GEM 24 — This year end is a little different than usual. Not only has 2020 been a year of uncertainty due to the global pandemic, which continues to linger, but we are now facing a presidential election as well. Depending on the outcome, you may need to make a few modifications to your estate and tax planning strategies. Director of Wealth Strategies Lisa Ligas provides some key strategies to help you optimize your plan for today and for the year ahead.

Listen...