Summer has arrived! As restrictions continue to ease further, we hope everyone is enjoying the summer weather and will be able to...
LIFESTYLE DRIVEN ADVICE JUNE 2021
Hello,
Summer has arrived! As restrictions continue to ease further, we hope everyone is enjoying the summer weather and will be able to spend some quality time with loved ones.
This month, we evaluate the hurdles to overhauling the capital gains tax and reflect on how the pandemic has further exacerbated the retirement gender wealth gap. Curtis also gives an update from last month in our Wealth Insights video series with his latest take on inflationary concerns.
Earlier this year, we held a 2021 Markets Outlook webinar where Bradford Pineault of Fidelity and Scott Wren of Wells Fargo joined us to talk about what they expected of the markets in 2021. In July, we'll be hosting a follow-up webinar where you'll hear from Bradford and Scott once again. They'll share their insights into how the markets have played out in the first half of 2021 and where they think the markets will head over the rest of the year. This must-see webinar will be taking place on Tuesday, July 20 at 12 PM ET, and registration is open here.
As always, if you have any questions about the information shared in the newsletter, please don’t hesitate to reach out to us.
Wealth Insights: Latest on Inflation
In last month's newsletter, XML President Curtis Congdon shared his thoughts on inflation and how these concerns were a factor in the movement of markets. In this edition of Wealth Insights, Curtis offers an update on inflation and what may drive it higher.
In January, we hosted a webinar to discuss our 2021 Markets Outlook with two veterans of the capital markets: Bradford Pineault, VP and Capital Markets Strategist at Fidelity, and Scott Wren, Senior Global Equity Strategist at Wells Fargo Investment Institute. On July 20, Bradford and Scott will once again join us for an important follow-up discussion. Hosted by John Sciuto, Wealth Advisor, this event is a unique opportunity for you to ask questions directly to senior equity strategists at Fidelity and Wells Fargo Investment Institute.
We are beyond proud of Claire Collins, daughter of Wealth Advisor, Steve Collins, who was named to the US Olympic Rowing Team! Claire will participate in the Women's Four event in the upcoming Olympics in Tokyo. Make sure to tune in and watch Claire represent the USA in July!
Important Reminders
Required Minimum Distribution (RMD) is back and the new starting age is 72.
Please check out www.xmlfg.com/resources for the latest news, webinars, podcasts, articles, newsletters, etc.
This communication is for information and educational purposes only. This is not a recommendation for the sale or investment in any product or strategy nor should it be perceived as individual advice. Information presented has been prepared from sources believed to be reliable but is not guaranteed and does not represent all available data necessary for making investment decisions. Economic and market forecasts presented herein reflect a series of assumptions and judgments as of the date of this presentation and are subject to change without notice. Forecasts do not consider the specific investment objectives, restrictions, tax and financial situation or other needs of an individual. Actual data will vary and may not be reflected here. Accordingly, these forecasts should be viewed as merely representative of a broad range of possible outcomes. The opinion expressed by this individual is based on facts and circumstances known at this time, is subject to change and does not reflect the opinions of all financial professionals of XML.
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