Investing Matters: 2020 Market Recap and the Impact of the US Election on Tax Rates - Nicola Wealth

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Investing Matters: 2020 Market Recap and the Impact of the US Election on Tax Rates

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PostedJanuary 28, 2021

Episode Summary

Investing Matters is a segment of the Wealth Exchange podcast hosted by Ethan Astaneh. In this segment, Ethan discusses planning topics, market commentary, general investing, and education on Nicola Wealth’s unique pool of funds with an array of featured guests.

In our new ‘Investing Matters’ segment with host Ethan Astaneh, he is joined by Nicola Wealth CIO Rob Edel, to discuss the markets in 2020 and what he expects to see in the coming year.

They discuss what the U.S. election means for tax rates and the markets, and why they are keeping an eye on interest rates and inflation. They also discuss Bitcoin, Tesla and other key current events affecting the markets.

With so much information available, it has become harder to determine what information to base decisions on vs. what to ignore, and Rob helps piece together and highlight what we should be staying focused on.



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The Wealth Exchange

The Wealth Exchange podcast provides insight, innovation, and access to the experts on a wide range of topics affecting affluent families across Canada. Join our team of hosts as they sit down with leaders and changemakers from around the globe to discuss investing, leadership, philanthropy, entrepreneurship, and more.


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Guest Bio


Rob Edel

Rob is the Chief Investment Officer at Nicola Wealth.

Before joining the team at Nicola, Rob spent nine years working for one of Canada’s largest money managers and — most recently — as a Portfolio Manager responsible for managing U.S. equities for the firm’s high net worth clients. Previous to that, he spent seven years working for the Treasury Department of a Major Canadian Chartered Bank, splitting his time between Vancouver and Toronto. Rob has completed his CFA and is a member of the Association for Investment Management and Research (AIMR).

For his full bio, visit: NicolaWealth.com/Our-Team/Rob-Edel



About The Host - Ethan Astaneh

Ethan is a Financial Advisor in the firm’s Vancouver office. He provides strategic advice to high net worth business owners, professionals, and retirees, and offers his clients a wide range of financial services, including; retirement income planning, business succession, and continuation planning, investment management, tax and estate planning, charitable giving, and intergenerational wealth transfer. Ethan is also the host for the Lead Impact and Market Commentary segments of the Wealth Exchange podcast.

For his full bio, visit: NicolaWealth.com/Our-Team/Ethan-Astaneh



Disclaimer

This presentation contains the current opinions of the presenter and such opinions are subject to change without notice. This material is distributed for informational purposes only and is not intended to provide legal, accounting, tax or specific investment advice. Please speak to your NWM advisor regarding your unique situation. Forecasts, estimates, and certain information contained herein are based upon proprietary research and should not be considered as investment advice or a recommendation of any particular security, strategy or investment product. NWM Fund returns are quoted net of fund-level expenses. Past performance is not indicative of future results. All investments contain risk and may gain or lose value. Projected returns are estimates only. Returns are not guaranteed. NWM is registered as a Portfolio Manager, Exempt Market Dealer and Investment Fund Manager with the required provincial securities’ commissions in Canada.