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Insights & Education


We strive to keep you informed as changes materialize and work with you to help determine how these changes might impact your financial and legacy plans. Do not hesitate to contact us if you ever have any questions about this content.

Major Investment Themes for 2021 Thumbnail

Major Investment Themes for 2021

Strategas' Jason Trennert lays out six key themes that are likely to influence markets in 2021: 1) economic strengthening, 2) rotation into Value, 3) an ongoing M&A boom, 4) private equity putting its money to work, 5) China tensions, and 6) the exuberance of the individual investor.

What the New Stimulus Bill Means for You Thumbnail

What the New Stimulus Bill Means for You

The signature feature of the recently enacted American Rescue Plan Act of 2021 was a fresh round of stimulus payments, with checks of up to $1,400 to be issued to qualifying individuals, both adults and children. But that’s not the only effect it might have on your financial planning for this year. Here is a thumbnail guide to ARPA’s tax credits and other benefits that you may be able to take advantage of:

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