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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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Traditional or Roth – Which IRA Works for You?

Many of us all but ignore our retirement accounts for much of our working lives. We look at a pay stub and have a vague sense of the “minuses:” Social Security, insurance, taxes. But the IRA is one of the most powerful retirement savings tools available to us, and so it warrants our attention. 

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 …

What to Expect From Low Volatility Investing: Insight into QBI Strategies

During the past decade, ending December 2019, low volatility investing has been embraced by many investors due to above average adjusted performance. With the turn of events, the year 2020 witnessed a negative surprise for low volatility stocks. This surprise further intensified when value …
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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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