

Are Your Taxes Going to Change?
Wise investors take the “big picture” view. Most likely, you’ve heard what’s brewing in Washington, D.C., called by one of these names. The Build Back Better Act. Or the $3.5 trillion budget reconciliation bill. Or the Jobs and Economic Recovery Plan for Working Families.1 Regardless of what name you’ve heard, one fact is clear: It is likely to be months before any action is taken. When bills are being worked on—especially one that’s this size—it’s a good time to take a quick


The September Effect
Investors ending their fiscal year can lead to some market weakness. The stock market notched its 7th straight month of gains in August, and the Standard & Poor's 500 index has set 53 new highs so far in 2021.1 During August, stocks rallied as investors looked past the increased number of COVID-19 Delta variant cases and barely reacted when the Federal Reserve said it might begin tapering its monthly bond purchases by year-end. But it's a new month, and you should expect to s