Tax Benefits and Team Update
Will Congress pass tax and budget plans? Democratic Party leaders seek to pass a roughly $1 trillion infrastructure bill and a $3.5 trillion spending plan focused on health care, education, family support and climate change initiatives. To help pay for these ambitious programs, a series of tax hikes are on the table. According to the […]
Quarterly Perspective: Financial Market Review and Index Returns
It was a volatile third quarter with the U.S. broad market (as represented by the Russell 3000 Index) posting 19 new highs before falling back to where it had begun three months earlier. U.S. stocks climbed higher in July and August on optimism about the U.S. economic recovery. However, shares fell back from their highs […]
