Ann discusses possible changes to everything from marginal and capital gains tax rates, Social Security, estate taxes, and more. And she gives some financial suggestions to get your new year off to the right start.

This week, Chase talks about the effects the stimulus bill may or may not have on the markets, how it helps people, and also a 25 year retrospective on market timing.

Simon discusses the rise in speculative excess as measured by stretched stock valuations, IPO frenzy, and elevated measures of positive sentiment. He discusses which concern him the most and over what timeframes. Simon specifically addresses the vulnerability of Technology stocks. 

On this week's show, David discusses potential home buying mistakes people should be looking out for.

As we wind down a long and challenging year, it's time to review everything that's happened and evaluate short, medium, and long term outlooks. Chase discusses the differences between the volatility and corrections we might see in the short term, and whether the stage is set for a new long term bull market.

Simon discusses how investors should not just rely on industry classifications of what constitutes a value stock and, instead, should seek out individual businesses with emerging growth profiles trading at discounts to their long-run intrinsic values. He highlights the recent turnaround in GM and sees future opportunities in the international markets as well as GNRC here in the U.S.

Simon discusses the current rotation in the stock market from this year's leaders to those that had lagged since the pandemic began. He then looks at some of the most important themes, trends, and metrics to watch as we head into 2021 that will likely inform market outcomes over the next year. He highlights BABA as a misunderstood opportunity at its current market price.

Conditions are set for a prolonged bull market win, with accelerating capital spending and earnings growth for many quarters to come.  Corrections come and quickly pass.  Don't fear them but get on board.

Due to the challenging, and anomalous nature of this year, we have been given choices. Required IRA distributions are optional this year. Your realized capital gains may be lower this year. Should you advance income into 2020 or defer it to 2021? How should you go about contributing to charity this year? Where we have additional choices, there is an additional strategy. Here are some ideas for things to consider that can put you and your family on even more solid footing going into the future.

Ann discusses end of year financial planning ideas and tasks - some due to the virus - and others that are pertinent every year.