An Update to our Clients: A Look-Back at 2020, and Key Investment Themes & Tax Considerations for 2021
The Goulston & Storrs Private Client and Trust Group hosted a virtual client event Friday, January 15, 2021. Chat Reynders and Carrie Endries of Reynders, McVeigh Capital Management, LLC, the investment advisors to the G&S trustees, provided a lookback at the 2020 trust investment activity and performance in light of the significant market disruptions, and shared their thoughts about what may be in store for 2021. In addition, Goulston & Storrs Director Matt Hillery highlighted key tax proposals that might significantly impact planning strategies.
The presentation, MC’ed by Goulston & Storrs Director Suma Nair, was followed by a Q&A session.