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The 2021 Break Even Index
By quantifying the effects of taxes and inflation, the Break-Even Index gives an idea of what must be earned in a taxable account in...


Continued Robust Economic Growth
After the first quarter’s robust economic growth, the second quarter appears to be on track for a repeat. Gross Domestic product (GDP)...


Uncertainty in the Face of a New President
After March's gut-wrenching sell-off, 2020 turned out to be a good year for the stock market. In our 4th Quarter 2020 Directions, we...


The Vaccine Aids Job Bounce-Back
Despite ongoing uncertainty about the on-again, off-again nature of another federal government stimulus deal, some positive news buoyed...


Coronavirus Stimulus and a Struggling Economy
The coronavirus pandemic has roiled global stock markets and sent the yield on U.S. Treasury debt to near-record lows. State and local...
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