What you need to know, now. 

Equities were mixed with large caps up for the week but small cap & growth stocks down. Growth stocks continue to struggle as rates continue to rise.

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

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.

• All four major US stock market indices made record highs on Thursday, and advanced for the week. • Optimism for a coronavirus relief bill fueled markets, but no deal was made by weeks end.