2021 Market Recap, Last Minute Tax Considerations and a Dependable Forecast for 2022
– Podcast

Associate Director of Client Service Zach Greiner and Senior Research Analyst Roger Lee, CFA, CPA sit down to look back on the markets in late 2021 and what this might tell us we could expect in 2022. Zach also discusses some important breakpoints when it comes to your taxes and Adjusted Gross Income, and things you can still do for your 2021 taxes despite the calendar flipping to 2022. We finish out our quarterly podcast by sharing a Dependable Forecast for 2022 from Behavioral Finance Network’s Jay Mooreland.

The opinions expressed in this podcast are those of the participants as of the date the podcast was recorded. These opinions have not been updated or supplemented and may not reflect their views today. The information provided in these podcasts do not provide information reasonably sufficient upon which to base an investment decision and should not be considered a recommendation to purchase or sell any particular stock or other investment.