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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You did it, a perfect balance. A wonderfully crafted portfolio that maximizes long-term return potential while considering the degree of risk you are willing to take. But after market fluctuation and different returns for each investment, your portfolio is out of balance. Now what? Rebalancing is a way to return your portfolio to its original […]
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