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Analysis of Biden's New Tax Proposal  Thumbnail

Analysis of Biden's New Tax Proposal

You'll recall that the stimulus programs related to COVID generated a lot of spending, and the government is now talking about an infrastructure program that could be upwards of $ 2 trillion. This is going to create quite a shortfall in revenue, and the administration's answer is partially to increase taxes. Let's talk about the changes that are most likely to affect you.

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January 14 Town Hall Webinar Thumbnail

January 14 Town Hall Webinar

In our first town hall webinar of 2021, Mike and Doug discuss highlights from recent COVID Relief Act, why we believe the Value Rotation has staying power, and how bonds might react to the recent rise in interest rates.

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December 3 Town Hall Webinar Thumbnail

December 3 Town Hall Webinar

This month, Mike and Doug talk about how the market is viewing a potential COVID vaccine, the recent the explosion in cases, whether the Value Rotation is finally happening, and what challenges lower rates will present for investors going forward.

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