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FWIS: April 13, 2021

The battle of the bands that’s played all year—growth vs. value —could keep blasting away in April as investors ponder rising Treasury yields, a reopening economy, and a Fed that’s staying on the sidelines. It’s a bit of a tug-of-war.
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The House View: TFG’s Monthly Investment Update (March 2021)

These markets continue to shock and awe. Aside from the entertainment value, there is plenty to keep an eye on. With that in mind, see below four themes we are watching closely for the remainder of March, as well as our current asset allocation tilts. Value Surges as Tech & Growth Give …

FWIS 3.22 The American Rescue Plan Act of 2021

Dear Friends, On Thursday, March 11, 2021, President Biden signed the American Rescue Plan Act of 2021 (“ARP”) into law. This $1.9 Trillion emergency relief package includes payments to individuals and funding for federal programs, vaccines and testing, state and local governments, and scho …

FWIS 3.15 Nasdaq officially moved into correction territory!

Dear Friends, “It’s tough to make predictions, especially about the future.” Yogi Berra The starting point matters. Early last week, the Nasdaq officially moved into correction territory, down more than 10% from the all-time high. It took only 15 trading days to do this, o …

FWIS 1.25 Welcome to a New Day in America

Dear Friends, Welcome to a New Day in America. We all wish President Biden much success as his success will be our success as Americans. U.S. stocks have continued to climb amid optimism about a vaccine-led economic recovery and a generous stimulus plan, but it’s a narrow path—buoyant inves …
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8 Legitimate Tax Loopholes You May Be Missing

8 Legitimate Tax Loopholes You May Be Missing

As you reflect on the past year in preparation to meet with your accountant, consider these loopholes that may help you dodge the taxman.

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