Stocks posted a solid gain last week, riding a rally in mega-cap tech stocks while overcoming interest rate anxiety, a downward revision to jobs data, and mixed inflation reports.
In July, Congress passed what may go down as the most consequential tax legislation in a generation: the One Big Beautiful Bill (OBBB). Don’t let the name fool you. Behind it lies a complex set of tax, estate, education, and retirement changes that demand attention from high-net-worth investors.
Understanding how similar periods of market concentration have played out in the past can help investors make better decisions about their long-term financial plans.
The latest jobs report has raised questions about the reliability of government data, but understanding the uses and limitations of this data is the key.
We are excited to share some great news with you—Financial Synergies Wealth Advisors has been recognized by Financial Advisor Magazine as one of the Top 50 Fastest Growing Registered Investment Advisors (RIA) of 2025.
Please join our Chief Investment Officer, Mike Minter, for our quarterly webinar where we discuss ten relevant market and economic themes heading into the 3rd quarter of 2025.
This bill matters because, while trade policy has been at the forefront over the past several months, tax and spending policy in Washington has been a growing source of uncertainty for many years.
What 7% Mortgages Mean for Housing and the Economy