What you need to know, now. 

The S&P 500 and Dow just missed a fourth consecutive week of record highs, while the yield on the 10-year U.S. Treasury fell for the third straight week.

This time last year, we were all forced to make drastic changes to our everyday lives -- working from home, acting as educators to our children and grandchildren, and settling in for the unknown long-term. Fortunately, there is finally optimism and a shred of pre-pandemic normalcy.

Stock market outlook remains cautiously optimistic, with momentum on the market's side. Consumer net worth and corporate earnings are up, but the market feels stuck in a loop.

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.