Past Economic Updates
The One Big Beautiful Bill: What it means for your taxes in 2025 and beyond
August 4, 2025
Officially called the 2025 Tax Act, the One Big Beautiful Bill (OBBB) is the biggest tax legislation since the 2017 TCJA, affecting families, retirees,
Tax & market updates from our Q2 2024 Webinar
July 29, 2024
As we progressed through the second quarter of 2024, several factors continued to influence market dynamics—and your financial plan. We recently hosted a webinar
Tax & market updates from our Q1 2024 Webinar
May 7, 2024
As we step into the second quarter of 2024, investors are grappling with a host of uncertainties, from the trajectory of interest rates to
Tax & market updates from our 2024 Financial Planning Webinar
January 17, 2024
Held in January 2024, our 2023 wrap-up and 2024 financial planning webinar covered a number of key topics to ensure that our clients are