Welcoming a Grandchild? Here’s How to Prepare Financially and Thoughtfully
Welcoming a Grandchild? Here’s How to Prepare Financially and Thoughtfully The arrival of a grandchild is a moment of joy, reflection, and renewed purpose. It’s also a meaningful opportunity to revisit your financial strategy — not just for your own peace of mind, but to support your children and help secure the future of the…
Read MoreAugust Market Review 2025
September 4, 2025 The financial markets stood strong against tariff pressures last month, with the S&P 500 hitting its 20th record high so far this year. That performance was driven largely by earnings surpassing expectations for the third consecutive quarter and resulting in widespread gains. Small-cap stocks were the top performer in August, thanks in…
Read MoreJuly Market Review 2025
August 1, 2025 The US equity markets continued to march higher in July, fueled by a trifecta of earnings resilience, optimism around trade negotiations and the passage of President Donald Trump’s “One Big Beautiful Bill.” The S&P 500 has notched 15 record highs in 2025 – setting 10 new records in July alone – but…
Read MoreOne Big Beautiful Bill Act Key Provisions
OBBBA Key Provisions for Individuals & Families (Based on the July 11, 2025 Letter) The OBBBA introduces several impactful changes for individual taxpayers, many of which build on or make permanent provisions from the 2017 Tax Cuts and Jobs Act (TCJA): Tax Rate & Deduction Changes TCJA Tax Cuts Made Permanent: The lower individual income…
Read MoreJune Market Review 2025
July 1, 2025 Equity markets continued to march higher in June, seemingly unfazed by heightened Middle East tensions (which were short-lived) and the looming July 8 deadline for the administration’s pause on reciprocal tariffs. Despite an interim bout of volatility, it was a record-breaking month for the S&P 500 and the tech-heavy NASDAQ as both…
Read MoreAdvance care planning: a loving act
Retirement & Longevity Ensuring your loved one’s end-of-life wishes are honored. In no circumstance is end-of-life care an easy conversation, but if you ever find yourself needing to make those tough decisions for a loved one, it’s comforting to know what they want. Advance care planning helps ensure their wishes are clearly understood and respected.…
Read MoreMay Market Review 2025
June 3, 2025 May was a pivotal month for markets, shaped by two forces: Tariff policy and tax and spending legislation. On the trade front, investor uncertainty eased for a short time as President Donald Trump’s “Liberation Day” tariffs seemed to lose traction. Several key developments contributed, including a 90-day tariff pause with China, the…
Read MoreApril Market Review 2025
May 1, 2025 Uncertainty reigned through April and likely will continue to do so, at least in the near term. Markets have reacted, both negatively and positively, to every headline coming out of Washington. On April 2, President Donald Trump’s declaration of “Liberation Day” sparked a selloff of 19% in the equity markets as the announced tariff…
Read MoreGranting Guidelines for Donor Advised Funds
Understand how donor advised funds can – and cannot – be used to support the charitable causes important to you. Donor advised funds (DAFs) are a powerful and efficient tool for individuals looking to make a meaningful impact with their philanthropy. However, it’s essential to understand the guidelines and regulations governing DAFs to ensure that…
Read MoreMarch Market Review 2025
April 1, 2025 Turbulence is expected to continue until markets gain more clarity. The equity market remained turbulent through March, with the S&P 500 dipping into correction territory – 10% off its February peak – largely spurred by tariff policy uncertainty and related fears of potentially rising inflation and dwindling growth. “The extreme optimism that…
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