Happy spring! I hope you were able to celebrate Passover safely and meaningfully with family and friends.

The American Rescue Plan, the $1.9 trillion stimulus package signed into law in March, is sure to put some "spring" into the economy. It goes far beyond the $1,400 payments to eligible taxpayers that have received the most publicity. For instance, here are 5 Tax Benefits of the American Rescue Plan that many of you can use.

The JRB's Fund Performance Sheet provides valuable information on the investment results of our fund options. To make it easier to use, we've redesigned it. The new format emphasizes investment returns, expense ratios and manager tenure. The sheet is updated at the beginning of each month. Please let us know what you think!

The JRB's Spring Israel Bonds Offering is coming in May. The JRB offers State of Israel Bonds through the Development Corporation of Israel/Israel Bonds. Please keep your eye open for the announcement.

I look forward to hearing from you about the redesigned Fund Performance Sheet or any aspect of your effort to build financial security. Please send me an email or call 888-JRB-FREE (572-3733).

L'Shalom,