With the recent uptick in inflation data our team thought it useful to give lifetime investors some perspective. Investors have mixed responses for what increasing inflation means for their portfolios, but the consensus is generally negative. Many people might not understand why high inflation is bad, but there are many reasons, the most obvious of […]
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In the last 12 months congress has passed several pieces of legislation intended to provide relief to individuals and businesses. One such law, the American Rescue Plan (ARP) of 2021, was enacted last month. It contained some important changes that we highlight here. Child Tax Credit Under prior law, individuals received a $2,000 tax credit […]
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At this point, it is both trite and painful to revisit the many challenges we faced as a nation in 2020. The virus pandemic, national quarantine period, heightened political/ social tensions and a divisive presidential election created a palpable sense of anxiety in our society. A significant downturn in the stock market in 1Q 2020 […]
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