Why the Stock Market Cares About Interest Rates

Why the Stock Market Cares About Interest Rates

By Matt Schaller MBA, CFA, CFP®, advisor Over the last few weeks, the stock market seems fixated on what the 10-year U.S. Treasury yield is doing.  The recent market volatility is due to, in large part, the sudden rise in the 10-year yield.  Days that see an easing...
What the Biden Administration’s First Tax Relief Legislation May Mean to You

What the Biden Administration’s First Tax Relief Legislation May Mean to You

The American Rescue Plan Act of 2021 brings a third round of economic stimulus checks, along with $1.9 trillion in COVID relief to the economy. President Joe Biden signed the American Rescue Plan Act of 2021 into law on Thursday, March 11. It’s a massive piece...
Key Details of The Consolidated Appropriations Act, 2021

Key Details of The Consolidated Appropriations Act, 2021

By Benjamin Trujillo, JD, LLM – Senior Advisor and Lauren Randazzo, CPA – Advisor On Sunday, December 27, 2020, President Trump signed the Consolidated Appropriations Act, 2021. The bulk of the provisions within this $2.3 Trillion, 5,000 plus page package are part of...
The 2020 Elections:  3 Things High Net Worth Families Should be Preparing for Now

The 2020 Elections: 3 Things High Net Worth Families Should be Preparing for Now

By Benjamin Trujillo, Senior Advisor and Anna McDonald Elections inspire change, and if there is one thing we can expect from 2020, it is change. Nearly every aspect of life has been altered due to the Coronavirus pandemic, the election cycle included. Financial...