Quarterly Economic and Market Update

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Presented on:
November 10, 2021 10:00 AM PT
Duration:
1 hour
Location:
Online

Join us for our quarterly economic and market update. We’ll explore frequently asked questions and provide you with market and economic insights you can leverage. In addition, we’ll address how proposed tax reforms could impact your personal tax planning.

Our live discussion on the current state of the economy will touch on China, inflation, supply chain issues, gross domestic product (GDP), employment and wage growth, as well as the following topics:

  • Stock market performance and valuations

  • The Federal Reserve and forward-looking monetary policy

  • Fiscal stimulus

  • Fixed income update

  • Income and estate tax planning ideas to consider before year end  

If you have specific questions you'd like our presenters to address, send an email to caitlin.joyce@mossadams.com.

Click here to view a copy of the PowerPoint slides.

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Speakers

Jode Beauvais, CPA, Partner & National Practice Leader, Individuals and Families, Moss Adams

Jode has worked in public accounting since 1995. She’s responsible for tax planning, consulting, and compliance for a variety of clients, including individuals, partnerships, corporations, and trusts. Jode provides tax, financial, and estate planning services to closely held businesses, families, and individuals with the mission of helping them define, measure, and achieve their financial goals.

John Davis, CFP, Senior Financial Advisor, Moss Adams

John has worked in wealth management since 2000. He provides planning and investment management services to families and business owners. John aligns each client’s personal and financial goals with their priorities around cash flow, risk management, wealth transfer, philanthropy, as well as income-and estate-tax considerations.

George Taylor, Senior Fixed Income Portfolio Manager, Moss Adams

George has been in the financial services industry since 1983. He leads the firm’s fixed income technical discipline group, which is responsible for investment strategy and implementation related to fixed income securities. George designs and implements custom portfolios for individual and corporate clients while considering their specific income and liquidity needs. He is a member of the firm’s investment committee.

Michelle Walker, CFA, Director, Moss Adams

Michelle has worked in the financial services industry since 1993 and is experienced in multi-asset class allocation, portfolio construction, and macroeconomic analysis, as well as traditional and alternative manager due diligence. As director of investment strategy, Michelle leads our Investment Research and Portfolio Management (IRPM) team and the Investment Committee (IC). She’s primarily responsible for aligning investment research and analysis in order to serve the needs of our clients.

Registration Form

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Applicable Industries

Private Clients