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Q4 Market Outlook and Strategy for 2021
This quarter’s report begins with a year-end summary of the markets in 2020 (and what a year it was!) before turning to our outlook and portfolio strategy for 2021. As always, please get in touch if you would like to discuss in more detail.
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Related articles
Biden’s “New American Families Plan” Tax Proposal
On Monday of last week, the House Democrats advanced a tax bill known as the “American Families Plan.” The bill’s goal is to find the
2021 Q2 Quarterly Report: Trends in Sustainable Investing
In this quarter’s report, we dive into recent trends in sustainable investing, focusing on the explosive growth in the space, bonds going green, regulatory changes,
Have a child or grandchild working this summer?
Did you know that you can contribute up to $6,000 for 2021, but not more than the child’s 2021 earnings, to a Roth IRA for