John M West III, MBA, CFP®MarketsGlobal equity markets continued to set all-time highs throughout the quarter, illustrating the importance of staying the course after a...
Eric Walter, MBA, CFP®Financial Planning Corner: Year-End Tax Planning Is a MustWith several provisions of the One Big Beautiful Bill Act (OBBBA) retroactively taking effect for 2025, but others beginning in 2026,...
Eric Walter, MBA, CFP®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 tax brackets, which...
