Q1 - 2021 Quarterly Market Summary A full year after the start of the pandemic, we reflect back on the victory lap small cap stocks have taken over the last year. A year ago, the headlines were "at least a fourth of the US economy goes idle from lockdown" and "decade of job gains erased in April". What a difference a year makes. The Dow closes above 33,000 for the first time, and the Russell 2000 up 15% just this year.

Join our trusted colleagues and estate planning attorneys, Benjamin Kelly and Amy Koontz as we discuss the key factors to consider in crafting your family's estate plan. Learn how the current tax environment might be creating the best opportunity for preserving and protecting multi-generational wealth we have ever seen or may ever see.

Join our trusted colleagues and estate planning attorneys, Benjamin Kelly and Amy Koontz as we discuss the key factors to consider in crafting your family's estate plan. Learn how the current tax environment might be creating the best opportunity for preserving and protecting multi-generational wealth we have ever seen or may ever see.

Join Managing Partner, Brian Sak as he unpacks the potential tax legislation that is slated as part of the Biden Tax Proposal. While time will only tell which of these pieces of legislation will actually pass into law, it will most certainly give you a key insight into what lawmakers are focused on right now.