Vaccine distribution and a transition in Washington are likely to dominate the narrative as we begin the new year, but investors are already looking to the back half of 2021 for optimism.

As we start the new year Shannon Saccocia, Chief Investment Officer digs into three trends we’re watching, the pandemic, politics, and pent up consumer demand.

New legislation includes direct cash payments, Federal unemployment extension, more PPP loans, and tax deductibility of costs covered by PPP loans.

California voters passed Proposition 19 in the November election. Two big changes to transfer tax laws pertaining to California real estate will go into effect in February.

The coronavirus pandemic has made caring for a loved one with an illness or disability even more challenging than it usually is. Brought to you by our partners at Torchlight.

While the Senate races in Georgia hang in the balance, we review what we can expect from the Biden administration after inauguration day.

After a strong summer recovery in both consumer spending and manufacturing output, a second surge of Covid-19 has taken hold in the U.S. and Europe, putting the global economic recovery in jeopardy as the calendar turns to 2021.