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The pandemic has impacted people’s financial lives in ways both large and small.

As 2021 slides toward its close, it’s probably a good time for most investors to do a few year-end “tuneups” on portfolios, financial and estate plans, and charitable or philanthropic strategies.

When the 2017 Tax Cuts and Jobs Act raised the standard deduction for taxpayers to $24,000 for couples ($12,000 for singles), and lowered individual tax rates, an unintended consequence was to reduce the tax benefits of making charitable donations.

In our most recent newsletter, we discussed the recent uptick in inflation, as measured in the US economy by the Consumer Price

As anyone old enough to remember the Star Trek television series knows, space is the final frontier. Our military now has a space force. In June of this year, we got a full report from the government on what it knows about UFOs.

The last year and a half in the financial markets has been an interesting period, to say the least. In 2020, the pandemic ran amok through the world economy, eliminating travel for many, including the daily commute to the office. Also in 2020, the S&P 500 delivered an annual return of 15.76%.

Regardless of how Covid-19 has affected your personal health, chances are that it has made a difference in the health care you receive and are able to access.

As we enter the “home stretch” in our look at the “ABC’s” of behavioral investing, it might be important to reflect, for a moment, on how we started.

Have you gotten an email or even a text message recently, notifying you that you have won a prize or a contest and asking you to click on a link to claim your winnings? The message may have even come from what appeared to be an authentic source: your mobile phone service provider, Amazon.com, or some other name you readily recognized.

Is there a brain chip in your future?  It may sound like science fiction, but based on current research, it could become science fact much sooner than you might expect.