Deeper Dive: The Twelve Months of 2020

For the fourth quarter of 2020, we are excited to share with you a deeper dive into the twelve months of 2020. In this section of Your family’s CFO Report we reflect on some of the year’s more noteworthy, and in many cases historic, moments and events. Watch the video below to learn some interesting facts about the financial markets and a few other non-financial tidbits that hopefully you find entertaining.

(Note: We recommend watching the video in full-screen mode in order to ensure the graphs are legible.) 

If you haven’t already, make sure to read our Market Recap and Fourth Quarter Market Summary.

Unless stated otherwise, any estimates or projections (including performance and risk) given in this presentation are intended to be forward-looking statements. Such estimates are subject to actual known and unknown risks, uncertainties, and other factors that could cause actual results to differ materially from those projected. The securities described within this presentation do not represent all of the securities purchased, sold or recommended for client accounts. The reader should not assume that an investment in such securities was or will be profitable. Past performance does not indicate future results.