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In case you missed it, the replay is now available from our webinar on What Will the Markets Bring in 2021?
As a reminder, our speaker—Lou D’Anella, CFA, Senior Product Specialist in Capital Markets—held an in-depth discussion on the state of the fixed income universe, national debt, the new stimulus package, inflation risk, and what the possible effects could be on the markets and ultimately, investor’s portfolios.
If you have concerns that your portfolio is not meeting your investment objectives, or if you're looking for a second opinion, please feel free to call us at 856-810-7701.
Our firm, M Financial Planning Services, has been providing wealth management services to individuals and families across multiple states for over 40 years. We specialize in comprehensive financial planning and investment management with an average client relationship tenure of 25+ years. Our clients come to us for a personalized planning experience and the luxury of having an advisor they know and trust to assist them in all facets of their financial lives.