Educational Documents

The 2020 Halftime Report presentation covers:

• Market performance for 2020
• Economic factors impacting markets
• Recent, headline dominating trade talks
• Fed monitored economic data
• Financial outlook for the balance of the year

In this presentation, we provide a comprehensive review of market activity in 2019, and a look ahead at 2020.

In this guide, we’ll explore ways you could be affected by the 2019 changes to the tax law. Keep in mind, this guide is for informational purposes only and is not a replacement for real-life advice, so make sure to consult your tax, legal, and accounting professionals before modifying your strategy.