Topics from this quarters’ Market Update with Jason and Dan included:

• Required Minimum Distribution (RMD) wealth planning and tax update

• Discussion of financial markets. From Q4 stock performance to early rotation into small caps and international stocks

• Dan Powers reviewed Modern Monetary Theory and portfolio implications

Join portfolio managers Jason Ranallo and Dan Powers as they discuss recent market movements and trends impacting the economy. Topics: RMD, market recap, MMT, bonds, yield curves, crypto, stimulus, and more.

Studying the US Treasury's Yield Curve can provide some insights into what's going on in the stock market and the economy. Interest rates are important to note but so is the shape of the yield curve.

“Sometimes you will never know the value of a moment until it becomes a memory.” – Dr. Seuss

Our theme this week is 2020 is in hindsight. Jason has four numbers to discuss: 2, 11, 34, and 74. You can keep both eyes open for this last 20/20 update. Happy New Year!

Market breadth has been on the rise, a potential sign of a more balanced stock market

During the first 8 or 9 months of the year, market breadth was low; relatively few stocks drove the results of the overall US market but more recently, breadth has been rising.

U.S. Stock market prices are near all-time highs. Can this trend continue? Here’s something to consider that may support this trend: U.S. personal saving rate.