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Steps to Get Ahead by Looking Back

We have been through a lot this past year, but it is starting to look like there is some light at the end of the tunnel. Everyone has learned a lot about themselves that they may have not found out otherwise. I have been thinking about my life looking at where I came from, where I am now, and where I want to be a year from now. I am calling it a personal audit.

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"It Was the Best of Times and the Worst of Times..."

Looking ahead in 2021, we’ve recently developed our investment thesis for the year. After each spending numerous hours in Zoom meetings, watching webinars, and reading reports by market and economic analysts, we are still bullish that the markets will produce a positive return this year. We see opportunities in international equities and emerging markets as vaccinations increase across the globe. We still see growth in US equities, although different sectors may outperform the previous leaders of the pack. In the near term, an additional economic stimulus package will give another shot in the arm (pun intended), to the US economy as we recover from lockdowns and look forward to reopening.

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