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I’m sharing the recording of the February 17th market update webinar with guest, Steven Chiavarone, CFA®, Vice President, Portfolio Manager and Equity Strategist for Federated Hermes. From the recovery and the stimulus to bitcoin and ESG investing, we covered the most pressing questions that we’re receiving from our clients. I think you’ll find our guest speaker not only extremely engaging and informative, but he has a talent for explaining and simplifying complex concepts. Although it’s well worth watching the hour and 21-minute video in its entirety, we’ve broken down the webinar by question/topic area with time stamps for easy reference.

00:03.43 “The market climbs a wall of worry.” Expectations for the markets in 2021.

00:08.44 Thoughts on the current market highs and should we be concerned?

00:14.48 Managing cash in a low-interest rate environment.

00:23.00 International stocks compared to the US markets – considerations for going outside the borders moving forward.

00:29.05 Will additional spending and tax increases affect the markets?

00:35.45 Thoughts on the residential real estate boom and discussion on the commercial real estate slump.

00:43.20 Helping investors fulfill their wishes for ESG investing and the role of advisors.

00:50.08 Discussion of modern monetary theory. Is it a current concern and what’s the impact on the markets?

00:58.40 Bitcoin and considerations for investing in the next few years.

01:06.53 Will the anticipated virus mutations affect the markets?

01:13.13 Factors that may affect the markets that we may not be thinking about.

Please enjoy and we’d love to hear your feedback.

Todd M. Wike, CFP®
Managing Partner, Potomac Financial Group
2021 RJFS Chairman’s Council Member*

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