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With infection rates falling and vaccination rates rising nationwide, many of us are beginning to see the light at the end of the pandemic tunnel. Yet, at the same time, many individuals are also reporting increased feelings of anxiety and vulnerability.

The trading app Robinhood.com has been in the news recently, especially in connection with the price feud in GameStop shares between hedge fund short sellers and individual investors.

It’s time for a pop quiz: What was the highest performing asset over the decade ending on January 1, 2021? US stocks? International bonds? Commodities? The stock market of a random emerging nation?

Several years ago one of my sisters sent me the following poem. It meant a lot to me, and I wanted to share it with you today:

March Fourth

The big news from Capitol Hill this past week was the US House of Representative’s passage of President Biden’s $1.9 trillion stimulus package.

When we spend money, we’re doing more than simply buying things. We want to create feelings of happiness, satisfaction and well-being.

While the much higher standard personal deduction that was a key part of the Tax Cuts and Jobs Act (TCJA) of 2017 was a boon for many taxpayers, the law also contained a provision that many higher-income individuals see as a poison pill: the $10,000 limitation on deductions for state and local taxes (SALT).

The economic and market turmoil during the past year, most of it caused by the pandemic, has brought into sharp focus for many investors the vital importance of dependable, professional advice about investments and financial planning.

Since the onset of the coronavirus pandemic, the ultimate hope for halting the uncontrolled spread of the virus has been development and wide availability of an effective vaccine.

You may have seen the news the last couple of weeks featuring prominent mentions of GameStop, a video game retailer, and AMC, a cinema chain. Wall Street hedge funds and individual investors have been engaged in a contest of wills, of sorts, and the financial implications amount to considerably more than a player’s name in the high scorer’s list.