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Editors Note: This column is part three of our series on the intersection of financial advice and different cultures, historical backgrounds and identities. Morningstar Office clients can find more Morningstar DEI research and commentary here.
Because I focus on financial planning for the LGBTQ community, I often get the question, “what makes LGBTQ planning different?’”
Behind this question, there may be the thought that it has been almost six years since
Obergefell v. Hodges made marriage equality the law of the land. Additionally, last summer the U.S. Supreme Court ruled that employers couldn’t discriminate against their LGBTQ employees. So, everyone is pretty much on equal footing, right? Not quite.
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The U.S. economic recovery paused at the end of 2020, as a third wave of the coronavirus pandemic caused a retreat from the return to normal activity. This is no indication that the recovery is finishing up for good, however. Once the United States achieves herd immunity and we reach the end of the pandemic, we expect the U.S. economy to take off like a rocket.
Consumers are eager to spend, but their options are limited currently by the need to social distance. Normalization of consumer behavior following mass vaccination will mean a snap-back of consumer services, driving an overall GDP recovery (including a full recovery in the job market). Households and firms alike are in good shape on average thanks to record stimulus in 2020 and another massive stimulus injection likely coming in 2021.
4U Momentum Continues With the Introduction of 4U Engage,™ Now Offered through Morningstar Office℠; Expands Team Naming a New CTO
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More Than 180 Investment Companies Are Now Live on the Platform, as 4U Focuses on Enhancing Real-Time Engagement Among the Industry CHICAGO and NEW YORK (PRWEB) February 18, 2021
4U Platform, the financial industry’s first digital marketplace where the currency is engagement, announced the continuation of the company’s momentum with a number of exciting developments for the start of 2021. In January, 4U commenced the rollout of 4U Engage,™ a single portal access solution that puts approved marketing and product content, tools and resources at the fingertips of advisors. Morningstar has agreed to offer 4U Engage within Morningstar Office℠. 4U has also expanded its leadership team with the addition of Dan Baggott as Chief Technology Officer.