Please join our Chief Investment Officer, Mike Minter, for our quarterly webinar where we discuss ten relevant market and economic themes heading into the 4th quarter of 2025.
Navigating Medicare enrollment is a critical step in planning for your future health care. As the federal health insurance program in the United States, Medicare provides essential coverage for millions.
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.
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.
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.
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.
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.
Quarterly Webinar: Q4 2025 Market and Economic Themes