-
Profitability Rises Along with Rates
Investors and global markets faced no shortage of geopolitical and macroeconomic concerns during the quarter, including a reacceleration of oil prices, higher bond yields, ongoing questions surrounding the pace of…
-
Markets Climb the Wall of Worry, but What’s Next?
Following a volatile first half of the year due to policy uncertainty, the financial markets and the U.S. economy have…
-
Macroeconomic Update: Rates Down, Inflation Up
GDP for Q2 2025 was a resurgent +3.8% (as of the 3rd estimate) after a revised decline of -0.6% in…
-
Markets – 3rd Quarter, 2025
Global equity markets continued to set all-time highs throughout the quarter, illustrating the importance of staying the course after a…
-
Financial Planning Corner: Year-End Tax Planning Is a Must
With several provisions of the One Big Beautiful Bill Act (OBBBA) retroactively taking effect for 2025, but others beginning in…
-
Big Tax Changes Are Here: The One Big Beautiful Bill Act (OBBBA)
The One Big Beautiful Bill Act (OBBBA), signed into law on July 4th, 2025, made permanent the current federal income…
-
Protecting What Matters: Download Our Fraud Prevention Guide
As cybercrime and financial fraud continue to rise, protecting your personal information and assets has never been more important. In…