Stock Market Commentary September 2025

Stock Market Commentary September 2025

On August 22nd, 2025, Federal Reserve Chairman Jerome Powell addressed the annual Jackson Hole Economic Symposium. During his remarks, he noted that the Federal Reserve is considering a reduction in interest rates during its next meeting on September 17 due to...
How Parents Can Save and Invest for Their Child’s Future

How Parents Can Save and Invest for Their Child’s Future

Parents often want to give their kids a financial head start but which type of account is best? We review non-qualified accounts, custodial accounts, 529 plans, and new tax-advantaged options. When we have a client who is set up for a successful retirement, we often...
Stock Market Commentary August 2025

Stock Market Commentary August 2025

With the passage of the new federal tax bill — dubbed the “One Big, Beautiful Bill” — there are some significant tax and financial changes on the way. This legislation makes permanent or expands many of the provisions originally introduced under the 2017 Tax Cuts and...
Tax Benefits for Parents in the Big, Beautiful Bill

Tax Benefits for Parents in the Big, Beautiful Bill

On Independence Day 2025, President Trump signed the Big, Beautiful Bill into law. This blog, among other content, will be used to help relay some of the important changes to our clients. This post will highlight some of the benefits that are geared towards parents...
2025 Tax Updates: Key Provisions from the Big, Beautiful Bill

2025 Tax Updates: Key Provisions from the Big, Beautiful Bill

On July 4, 2025, President Trump signed into law the Big Beautiful Bill, a comprehensive legislative package introducing significant changes to the federal tax code. This legislation marks a new phase in national fiscal policy, with implications for income deductions,...