Today’s markets & tomorrow’s taxes

Want to get clarity on what’s going on in the markets? And learn more about President Biden’s proposed tax bill? Then don’t miss this webinar.


Just in time for your end-of-year planning, we brought together professionals in investment management, financial planning, and government affairs to discuss current market conditions and what a changing tax landscape could mean for you and your family. Here's what was covered:

  • A timely market update for end-of-year planning
  • Answers to your questions about President Biden's proposed tax changes
  • Strategies to consider in the event of tax increases

Download transcript (PDF) | Download slides (PDF)

Presenters

Nicholas A. Beis

Nicholas A. Beis

Vice President, Advanced Planning
Fidelity Investments

Alice Joe, CFA®

Alice Joe, CFA®

VP, Federal Government Relations
Fidelity Investments

Lars Schuster

Lars Schuster

Institutional Portfolio Manager
Strategic Advisers LLC