Pandemic Relief Measures and Your Tax Return

Two emergency relief bills passed in 2020 in response to the COVID-19 pandemic will make this an unusual tax season for many taxpayers. The Coronavirus Aid, Relief, and Economic Security (CARES) Act was passed in March, and a second relief package was attached to the...

The Search for Income | Weekly Market Commentary | February 16, 2021

Interest rates have risen steadily over the past six months but remain low by historical standards. That means the traditional high-quality bonds that many of us owned for decades are not doing the job for investors looking for income, while the potential for interest...

Global Portfolio Strategy | February 9, 2021

We have raised our year-end S&P 500 Index fair value target range to 4,050–4,100 from 3,850–3,900 due to our increasingly optimistic expectations for US economic growth and corporate profits. Prospects for additional fiscal stimulus, recent progress in reducing...