SBV Curated Content | A Weekly Update of Enlightening & Intriguing Information | March 24, 2021

Businesses, Stock Markets & the Economy

Bull? Bear? How About a “Bunny” Market?” (Schwab)

bunny chart 3

Source: Charles Schwab, Bloomberg data as of 3/12/2021.

VIDEO: Market Snapshot: Chief Investment Strategist Liz Ann Sonders shares her perspective on the U.S. stock market and economy in her latest monthly video. (Schwab)

Your Finances & other Wealth Management links

How the Pandemic Has Changed Your Taxes. “New rules for a new reality, from stimulus payments to retirement withdrawals to unemployment insurance, could cut your bill or even generate extra refunds.” (The New York Times)

Some Changes That May Affect Next Year’s Tax Return. “You might not have filed this year’s return yet, but you should keep in mind that Congress changed the rules on things like charitable contributions and tax breaks for educational expenses for 2022.” (The New York Times)

Privacy Matters: Should You Use Camera Covers on A Smartphone Or Laptop? (Forbes)

The Environment & ESG (Environmental, Social & Governance) Investing

Carbon Capture Is Key to Companies’ Net Zero Pledges (The Wall Street Journal)

This map shows how air pollution changed in 2020 (Fast Company)



COVID-19 & Your Health

Excerpts from: not enough tests (Abnormal Returns)


Your Physical & Mental Well-being

It’s OK to Grieve for the Small Losses of a Lost Year (The New York Times)

A Biography of the Woman Who Will Re-Engineer Humans (The New York Times)

“In “The Code Breaker” Walter Isaacson reprises several of his previous themes — science, genius, experiment, code, thinking different — and meets his first female subject, Jennifer Doudna, a genuine heroine for our time.” Credit…Anastasiia Sapon for The New York Times

This Week’s Serendipity

Sheri Iannetta Cupo, CFP®, Founding Partner (Retired) & Director
[email protected]

SAGEbroadview Wealth Management is a Fee Only firm offering ongoing financial planning and portfolio management, with tax planning woven carefully throughout our services. We work virtually across the country, with offices in Farmington, CT, Morristown, NJ, and Burlington, MA.