065: Top Issues Affecting America’s Economic Recovery

America is two months into a new year and one month into a new Presidency.   Many ideas were proposed during the campaign and some have already been put in action.  Patti and her Chief Investment Officer, Brad Everett, focus on three specific areas that will be instrumental in determining our nation’s economic recovery.  The expediency of the COVID vaccine rollout plays a major role in a “return to normalcy”.  It affects the unemployment rate, the need for additional stimulus and the survival of small businesses.  From estate planning opportunities and tax saving strategies to inflation – Patti and Brad discuss the implications that all of these have on financial planning and the success of portfolio performance.