The Economy and Financial Planning Webinar

The Economy and Financial Planning Webinar

 

On May 13th, 2021, Covington Capital Managment hosted a timely webianr where we discussed the current markets and the economy, as well as the importance of financial planning during this time of tax policy uncertainty.  Our  experts shared their views and answered questions on topics including:

  • The stock market is hitting all-time highs and valuations are stretched. Where do we go from here? Are we due for a correction?
  • Inflation and interest rates are beginning to rise. With accommodative monetary policy and massive fiscal stimulus, should we expect inflation and interest rates to continue to rise?
  • Is there a window of opportunity to make changes to your estate plan ahead of potentially higher capital gain tax rates and lower estate tax exemptions?
  • How might gifting strategies impact your long-term investment plan?

 

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