What the “One Big Beautiful Bill” Means for Investors

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.

Social Security Taxes and the “One Big Beautiful Bill”

One part of the One Big Beautiful Bill that did not come into fruition was the elimination of taxes on Social Security benefits.

A Weakening Dollar: Should You Worry?

The dollar has weakened in recent months amid trade and economic uncertainty, declining against a basket of major currencies to its lowest level in three years.

Beyond the S&P 500: Opportunities for Diversification

While the S&P 500 and Dow remain important benchmarks, investors should consider the benefits of diversifying across many other parts of the market, including smaller companies and international stocks.

Debt, Deficits, and the Moody’s Downgrade

Moody’s recent downgrade of the U.S. credit rating marks an official end to the country’s top-tier debt status.

What the GDP Receipt Doesn’t Show

Explore what the GDP receipt does not show about the economy. Understand the nuances behind the latest GDP report.

Special Update: What U.S.-China Trade Progress Means for Investors

The recent trade announcement between the U.S. and China reverses many of the tariffs that rattled financial markets beginning in April.

Bond Volatility and the Battle Over Fed Policy

For bond investors, especially those who rely on their portfolios for income, the current environment may present both challenges and opportunities for their financial plans.

Quarterly Webinar: Q2 2025 Market and Economic Themes

Please join our Chief Investment Officer, Mike Minter, for our quarterly webinar where we discuss ten relevant market and economic themes heading into the 2nd quarter of 2025.

5 Important Tax Considerations for Your Financial Planning

Albert Einstein reportedly once told his accountant, “the hardest thing in the world to understand is income taxes.”

The Trade War Groundhog Day

With the stock market back near correction territory due to tariff concerns, some investors may feel as if the market is stuck in a “Groundhog Day” loop.