Proposed Tax Legislation

Proposed Tax Legislation

The House Ways and Means Committee just released a draft of the Democrat’s highly anticipated tax legislation. While we’ll likely see changes to this version of the bill, I want to provide information on some of the most impactful changes – as we understand them...
Hits and Home Runs

Hits and Home Runs

Do you know Joe Jackson, Tris Speaker, and Harry Heilman? If not, you’re not alone. How about Barry Bonds, Hank Aaron, Babe Ruth, Alex Rodriguez, and Sammy Sosa? All these guys played Major League Baseball. The first three names are in the all-time top-10 for career...
A Tale of Two Returns

A Tale of Two Returns

When things are going right, no one questions their investment strategy. It’s more challenging to find the same level of conviction when you’re watching the market nosedive. Your conviction was tested in 2020. If you stayed the course, you were likely rewarded. If you...