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Investor Education


We believe that financial literacy is an important step of your wealth journey and it may not always be easy to find reliable resources. See below to find education and insight on financial markets, economic environments, and investing principles.

American Rescue Plan Act of 2021

After a long and strenuous Senate session Friday night and after several amendments, the newest COVID relief stimulus package, this time valued at $1.9T, passed with a 50-49 vote early Saturday morning, March 6th. Senate Democrats used the reconciliation process, which allows budget-related bills to pass with a simple majority rather than the 60 votes typically needed, to pass the bill.

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Biden, Powell Set Stage for 2021

Less than a week before officially taking office as the 46th President of the United States, Joe Biden outlined his $1.9 trillion legislative proposal aimed at combatting the human and economic toll the coronavirus has taken on the nation.

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