What a Difference a Year Makes
Welcome to the first edition of Direct from Dennis, a monthly blog with the intentions of sharing my thoughts and insights on topics and events that:
- Are relevant in our communities and world;
- Share news and information about our team and Raymond James;
- Offer perspectives from thought leaders at Raymond James and in the financial services industry;
- Can impact your portfolios and financial plans.
I’ll begin with what a difference a year makes. Each of us have been impacted by the pandemic, but some more than others. Loss was a common theme in 2020 – jobs, freedoms, and in some cases unfortunately, loved ones.
As we look ahead, what do we see? Obviously there are still a lot of questions and uncertainty out there. But let’s take a look at what some thought leaders at First Trust are seeing. Below is their latest edition of their Recovery Tracker. Most of their indicators are on the uptick.
I invite you to call me to discuss how these indicators may affect your personal financial plans. Together we can talk about your risk tolerance and what, if any changes, we should consider for you based on our outlook.
Signing off for now…..
