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...
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...
One of the Largest Spending Bills Ever is Enacted as IRS Issues Second Round of Stimulus Payments

One of the Largest Spending Bills Ever is Enacted as IRS Issues Second Round of Stimulus Payments

By Brighton Samet, Moneta Tax Planning Consultant The IRS and the Treasury Department began issuing a second round of Economic Impact Payments, often referred to as stimulus payments. The direct deposit payments may take several days to post to individual accounts....