Join us for the 2020 Year End Wrap Up and Review.
We discuss what happened in 2020, where we are now, and where things are going for 2021. We also discuss how to look at your 2020 performance, how to analyze the markets, what is relevant for 2021, and more.
Don't miss this timely review to get your portfolio ready for 2021.
Reference links from the show:
- Is a 10% return good or bad
- Is a 10% return good or bad (video)
- JP Morgan Market Insights - Guide to the Markets (January 2021)
For more information, visit the show notes at https://moneytreepodcast.com/2020-year-end-wrap-up
Today's Panelists:
- Kirk Chisholm | Innovative Wealth
- Barbara Friedberg | Barbara Friedberg Personal Finance
- Megan Gorman | The Wealth Intersection