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2020 Wealth Management Outlook Thumbnail

2020 Wealth Management Outlook

What we’re paying attention to in 2020

 Will the presidential election affect the stock market in 2020? Could global trade concerns derail economic growth? Should you be thinking differently about your financial plans because of The SECURE Act?

Kathy Carey, CFA®, Baird’s Director of Investment Research and Advanced Planning, sat down in this video to share Baird’s outlook for 2020 and most importantly the steps you can take to feel confident about your plan despite the uncertainty that this new decade has in store for us.

If you have questions about what these insights could mean for your portfolio and plans, please don't hesitate to reach out to The Gervais Group directly.