Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus
On March 11, 2021, President Biden signed the $1.9 trillion American Rescue Plan Act of 2021. The economic stimulus package follows in the wake of the $2.3 trillion Coronavirus Aid, Relief, and Economic Security (CARES) Act of 2020 and the nearly $915 billion stimulus included in the Consolidated Appropriations Act of 2021, passed in December 2020. The majority of the new provisions are for 2021 only and build upon aid measures Congress approved last year. Learn more.
Today’s young professionals face many challenges when it comes to building wealth. Download our new guide on money matters for young professionals. It’s designed to help young adults master the fundamentals of saving and investing, with insights into how to control debt, build a wealth plan and prepare for a more secure tomorrow.
With bloated costs and gaps in access to quality services, the traditional health care model is plagued by its own chronic conditions. But at the intersection of health care and technology, we’re seeing the development of a remedy for what ails health care. We look at the change that is afoot and what it means for the investment landscape. Read the full economic outlook in the latest edition of Global Insight.
"My two rules of investing: Rule one – never lose money. Rule two – never forget rule one." – Warren Buffett
"Look at market fluctuations as your friend rather than your enemy. Profit from folly rather than participate in it." – Warren Buffett
"Even if you are on the right track, you will get run over if you just sit there." - Will Rogers
"It is better to miss the occasional boat than to catch the one that sinks." - Confucius
Did you know this about money management? Average wedding costs dropped in 2020 due to the pandemic, but they're expected to rise again.
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