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Vantage Point: 2021 in view

Wealth Management

With 2020 coming into rear view, it’s time for investors to look ahead to 2021. Our investment research experts are reflecting on the most important lessons from 2020 and what they could mean for the future. This annual future-focused economic and capital markets outlook, formerly known as The Road Ahead, will help you find confidence and clarity in a time where neither are easy to come by.

Read the full report or tune in to the accompanying video below where Chief Investment Officer Jim Baird explains Vantage Point’s findings. Then, register for our upcoming webinar, "Personal wealth roundtable: 2021 in view" to round out your wealth strategy for the year. A panel of Plante Moran Wealth Management experts will discuss 2021 tax and estate planning, investing, and much more.

Personal wealth roundtable: 2021 in view

Vantage Point will help investors like you make sense of the 2021 investing landscape, but there’s more to your personal financial journey. Join us January 12 at 1 p.m. EST for a comprehensive wealth management webinar, “Personal wealth roundtable: 2021 in view.”

After a year full of disruption and change, our panel will focus on strategies to help you meet whatever the year ahead brings with confidence. Hear what the experts have to say about the changing environment, potential policy changes in Washington, D.C., 2021 income tax and estate planning, and more.

Are you ready for better wealth management?

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