In our latest quarterly investment outlook video, Wally Obermeyer, President and Co-Founder, shares his thoughts on the economic and market trends that we are keeping a close eye on as we head into the second half of 2021.

In his latest quarterly investment outlook video, Wally Obermeyer, President and Co-Founder, shares his thoughts on the markets' first quarter of the year and our firm's optimistic perspective moving forward through the rest of 2021.

Our March 2021 virtual event featured Jeffrey Kleintop, Chief Global Investment Strategist at Charles Schwab & Co. Jeffrey gave a fascinating overview of international issues and events that hold implications for U.S. investors, including global vaccine distribution, trade relations, and the status of the race towards economic reopening.

We were honored to host Mary Beth Franklin, CFP, for her workshop "COVID-19's Impact on Social Security Claiming Decisions," which was followed by a Q&A session. Topics covered included general claiming strategies, Colorado-specific rules, and planning best practices for spouses and singles.

Although many people are in the thick of the 2020 tax filing season, it is never too early to start planning around next year's taxes. With 2021 in mind, we have put together a tax guide to help you plan income, gifting, and capital gains strategies throughout the year. The information in our guide is a summary of publicly available data from the IRS. As always, we encourage you to consult with your tax professional for tax advice and filing assistance.

Last month, we were delighted to host cybersecurity expert John Sileo and his educational workshop "7 Steps to Keep Hackers Out of Your Privacy, Wealth & Work."