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Mid-Year Outlook Webinar Replay

With the COVID-19 pandemic and corresponding lockdowns spreading across the world, 2020 was a year unlike any other. Here at Potentia Wealth, we hoped that 2021 would be the year that we moved on from the pandemic. Unfortunately, this was not the case. 

To help investors gain insight into the delta variant’s potential impacts on their portfolios, Potentia Wealth recently hosted a Mid-Year Outlook webinar. During this webinar, Potentia Wealth CEO, Private Wealth Advisor and LPL Registered Principal Kevin Swanson was joined by David M. Lebovitz, a global market strategist on the J.P. Morgan Asset Management Global Market Insights Strategy Team, to explain what you need to know about the future of the global markets and the steps you can take to prepare. 

Some of the most important topics covered by Swanson and Lebovitz included:

If you have any questions about our current outlook or are interested in learning more about any of our future events, please do not hesitate to contact us. We look forward to providing a continuing education series in person and digitally in the future for our clients so you can be better prepared for whatever the future might hold. 

Professionals associated with Potentia may be either (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC, and offer investment advice through Strategic Wealth Advisors Group a registered investment advisor; or (2) solely tax professionals of Enabled Nation, LLC DBA Potentia Tax and not affiliated with LPL Financial. Tax related services offered through Enabled Nation DBA Potentia Tax . Enabled Nation DBA Potentia Tax is a separate legal entity and not affiliated with LPL Financial. LPL Financial does not offer tax advice or tax related services. David Lebovitz, J.P. Morgan, Potentia, Potentia Tax and Strategic Wealth Advisors Group are not affiliated with LPL Financial.

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