By Matt Johnson, CFA® and Andy Nugent, CFA® The first quarter continued in a positive direction as we continue to head toward some sort of normalcy and put 2020 in the rearview mirror. While most areas still require masks and restrict the number of people allowed in sporting events and restaurants, slowly but surely those limitations are being relaxed. The vaccines continue to be widely distributed, with all adults becoming eligible in just a few more days. The second round o