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Blooming Tree Wealth Management

Taking a Look Back and Forward with LPL’s 2021 Research Outlook

2020 is winding down. Before we begin to look ahead to 2021, let’s quickly reflect on the past year and what lessons we can take with us while we’re positioning ourselves for a great financial year.

We have recently received the LPL Research Outlook for 2021, and we would like to share that full report along with a few of our takeaways. The theme of this year’s report is “powering forward.” The document discusses where we are, including COVID-19 updates, the impact politics may play on the market, forecasts, and more.

Other takeaways include:

  • An expected earnings recovery in 2021
  • Lower rates and the lasting power of high-quality bonds
  • Little possibility of inflation in the near-term
  • Increasing leadership from Emerging Markets
  • Sound financial plans resulting in investment success in 2020

Our biggest takeaway is the final point listed above. Despite challenges in the market, which author Nick Murray refers to as “apocalypse du jour,” focused energy on what you can control and creating and executing a solid financial plan will help you overcome nearly any obstacle.

I do see brighter days ahead, and I welcome you to dive into the Research Outlook for 2021 by LPL. Read the report here.

2020 at Blooming Tree Wealth Management

Necessity is the mother of invention, and the pandemic led to several positive shifts here at Blooming Tree Wealth Management. We have developed and adopted new tools, including virtual meetings and workshops, which helped us stay in touch and develop stronger relationships with you.

How can we help you in 2021?

If you would like to discuss your plan for the upcoming year, please contact Blooming Tree Wealth Management and Ryan O’Connell here: