The first quarter of 2021 came and went in what felt like a blink of an eye. Spring is here, and with the changing season, there is an air of optimism and a shift on many fronts that we hope to highlight in our quarterly newsletter. With the long dark days of winter and the pandemic behind us, we can now turn our focus towards what changes we will see in our country as a result. In her opening remarks, Lisa Kirchenbauer, overviews some of the potential changes from both a lifestyle and legislative perspective. Kathy Frakes and Andrea Brashears-Lusk highlight important ways you can still save on your 2020 taxes. In his review of the financial markets, Jared Jones looks at some of the strange developments we all saw during the first quarter. Finally, in the Operations Corner, Andrew Mehari shows how you can link your accounts not managed by OWM to eMoney. There’s a lot of other great content in this newsletter that we hope you’ll enjoy!
