End of Year Summary and 4th Quarter Analysis

2021 was a strong year for the market overall, considering the world’s ongoing battle with Covid-19 and the new Omicron variant. Despite these challenges, many key categories saw double digit returns this year.

Our 4th Quarter Newsletter is linked below for your consideration. Please review this document further for more information on 2021 market returns, as well as legislative changes, retirement savings contribution limits, estate tax exemptions, and annual gift exclusion information for 2022.