David Blain, CFA, is CEO and Founder of BlueSky Wealth Advisors and author of “Invest in Your Life, Not Just your Portfolio.”
As a Chartered Financial Analyst (CFA) and Vice Chairman of the Board of Directors at Carolina East Health System, David L. Blain, CFA, has experienced a front-row seat to the 2020 COVID-19 pandemic from both a micro and macro effect on the economy and financial markets.
In his ongoing series, 2021 Financial Forecast: A Step-By-Step Guide to a Year of Change, David provides a thorough overview of what to expect in the year(s) ahead, while taking a deep-dive into the financial sectors potentially affected by the incoming administration’s proposed policy changes.
Click below to watch the first episode, “An Introduction: Are You Ready for Some Changes?”
Highlights:
0:43 – 1:58 | “An Introduction: Are You Ready for Some Changes?”
1:59 – 2:58 | Review of 2020 – Global Pandemic, Market Decline & Recovery, Tax Loss Harvesting, and Real Estate Investments
2:59 – 4:39 | Looking towards 2021 – COVID Recovery, Capital Market Returns, Bond Returns, Gold Returns, Health Care and Infrastructure Under Biden Administration
4:40 – 7:07 | Adjustments to Tax Policies, Proposed Changes Target to High-Income Earners, Corporate Tax Policy Changes, Potential Tax Credits, Estate Tax,
7:08 – 7:47 | Insurance, Life Insurance, Medicare, Lowering Medicare Age, Health Insurance
7:48 – 9:08 | Retirement Planning – Potential Tax Credits, Flipping the Concept of Tax Planning for Retirement, RMDs Postponed, Matching 401k Contributions for Student Loan Payments, Social Security Updates
9:09 – 9:50 | Real Estate – Legislative Proposal by Biden Administration Against Evicting Tenants, More Affordable Housing Programs, Eliminating Section 1031 Tax-Free Exchanges for any Tax Payer Making More than 400k/year.
Next Episode:
Setting the Stage | Episode 2 – Click here to view.
