In case you missed it, Congress passed a 2nd stimulus/aid package at the end of 2020 that authorized the following: Additional $600 stimulus payment to each person making under $75,000 (if filing single) or $150,000 (if filing jointly). The payments phase out for incomes above these limits. Additional paycheck protection program (PPP) funds. Certain businesses…

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Some clients check their portfolios weekly. Others might only check it once or twice a year. Whenever you look at your performance, you’re really asking yourself: “How I am doing RELATIVE to some other benchmark?“ For example, if the Dow Jones Industrial Average is up 10% and your portfolio is also up 10%, you would…

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