Dissecting the Consolidated Appropriations Act, 2021 (CAA)
A bipartisan group of representatives and senators passed the CAA, and it was signed into law on December 27, 2020. … Continued
Featured
Planting the ROTH seeds for the Next Gen
At Altavista we enjoy spending time helping clients and their families in a variety of ways. A few months ago, we were meeting with clients who had young adult children in … Continued
This Could Be the End of Something Big!
Steve Allen, initial host of the Tonight Show, composed the show’s first theme song, “This Could Be the Start of … Continued
2020 Year End Planning
Year-end planning is an important part of investment management. With a full year’s worth of information on hand, we can … Continued
You Audit Know…
The Office of Compliance Inspections and Examinations (OCIE) is the division of the U.S. Securities and Exchange Commission (SEC) responsible … Continued
Over the Top?
In September the S&P 500 clocked a monthly loss of 3.85%. The tech sector during that same period was down … Continued
CARES ACT 2020 Year End Planning Considerations
The CARES Act was signed into law on March 27, 2020 in response to the economic carnage resulting from much … Continued
Along for the Ride
2020 has provided more thrills and spills than an amusement park’s best adventure rides. Good thing, since most of us … Continued
Interim Market Commentary
Looking Ahead from a Powerful Stock Rally Is the powerful 30% plus stock market rally that began in late March … Continued
Estate Planning: The Family Vacation Home – Albatross or Cherished Asset?
A primary or a secondary residence may be used by the family as a place to vacation. It can be … Continued
