What you need to know, now. 

On March 1, the Ultra-Millionaire Tax Act was introduced. If passed, certain affluent families could see their tax obligation increase.

Deciding to wait or claim Social Security benefits is a personal decision. Here are some important factors anyone nearing or in retirement should consider now.

Stocks fall for the first week in the last three, but are still near all-time highs. The 10-year UST yield hit 1.18%, its highest since March, before falling back to 1.08%.

Much happened in 2020: we opened with the longest bull market & economic expansion in America's history, only to see a pandemic shutdown the economy

Equities ended the week, and the year, at new record highs, and Small Caps broke their eight week winning streak.

Stocks were mixed in the holiday-shortened week, with Small Caps up for the eighth straight week.