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Geopolitical Events Move Quickly
Investors have had a volatile ride so far this year as markets have been susceptible to several crosscurrents. The year started on a strong note, with broad global equity market…
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Financial Planning Corner: Updated Tax Benefits of Charitable Giving
Beginning in 2026, several tax-law changes stemming from the passage of the One Big Beautiful Bill Act (OBBBA) will impact…
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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…
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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…
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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…
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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…
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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…