The IRS recently announced the 2020 tax filing deadline extension to May 17, and many are taking advantage of the extension. Filing taxes is going to be quite different due to 2020’s unusual circumstances. In the past year, many either shifted to working remotely, started a business, or began freelancing for the first time. Having extra…

Looking Back Hockey legend Wayne Gretzky memorably said, “I skate to where the puck is going, not to where it has been.” A year ago, stock markets were in freefall in the early days of the pandemic. Bartlett expected a forceful combination of monetary and fiscal policies would prevent a prolonged economic tailspin. Visualizing a…

Like most other aspects of life, the financial landscape has been anything but typical over the past year. In light of the rocky ride we’ve all endured, it’s an opportune time to take a step back, take a deep breath, and take a good look at some of the elements essential to building your firm…

Wall Street endured a wild ride last week. The highlight was shares of GameStop (GME) jumping more than 400% as coordinated retail investor buying prompted panicked short-covering by hedge funds. Many hedge funds suffered spectacular losses as a result. It seems fitting (and a humorous irony) that the small investors who savaged the elites used…

In the wake of the coronavirus pandemic, the United States has experienced interest rates near record lows. On the surface, low interest rates might sound like a bad thing for investors, but in reality, these rates should be seen as a positive — especially for young people.  Toward the end of last year, the Federal…