Taxing Matters

With the American Rescue Plan Act, the child tax credit was expanded effective only for 2021...

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Equities

It has been a great year for stocks, and 2021 is only half over!

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Affiliations
Member
  • Financial Planning Association
  • CFA Society Boston
  • Women Investing for a Sustainable Economy (WISE)
  • Boston Women in Finance
Trustee/Board Member/Officer
  • Dana Hall School – Chair, Investment Committee & Vice Chair, Board
Former Trustee/Board Member/Officer
  • Hill House (Boston)
  • The Vincent Club – Former Treasurer
Former Supporter
  • Park Street School