If 2020 taught us anything, it’s to expect the unexpected. With that in mind, we humbly present our outlook for 2021. Take our fun little test to learn how much you know about what we think lies ahead.

Regardless of whether you know the answers to this pop quiz, consider our outlook as you participate in the economic recovery and continued stock market strength. From an investment planning perspective, this year has served as an important reminder of some key principles that we believe bear repeating:
  • Invest for the long term, look past near-term volatility, and stay invested. Volatility will return at some point, but exiting the stock market in times of turbulence is one of the biggest mistakes you can make. 
  • Stress test your portfolio (wealth and liquidity readiness) periodically to help ensure it’s in sync with your risk appetite and keep you on track to achieve your goals.    
  • Let rebalancing work its magic. While it can be hard to take some chips off the table when the market is strong, or buy in during periods of weakness, even modest portfolio changes can have a compounding effect over time. 

See if we are on the same page in terms of what to expect for 2021—and then reach out to an advisor to discuss insights in our 2021 Capital Markets Forecast.

Please see important disclosures at the end of the article.

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