We’re breaking down the latest economic data, Fed actions, and what they could mean for your portfolio this fall. Our goal remains the same: to keep you informed and well-positioned as we navigate the months ahead.

With the federal government now in a partial shutdown, many Americans are left wondering what this means for daily life and their personal finances. Below is an overview of what’s happening, how long it might last, and the financial effects you may notice.

August delivered fluctuations in U.S. markets, with rallies and pullbacks driven by shifting Fed policies, durable earnings, and stubborn inflation. The economy remains strong, but consumer spending and labor data show signs to watch, as tariffs push up prices.

Congress passed the One Big Beautiful Bill Act of 2025 this summer, bringing sweeping tax changes that affect nearly every household and small business. While the legislation itself is hundreds of pages long, here are some of the most relevant updates  — whether you’re filing your personal return or running a business.

From legislative overhauls to interest changes, here’s what you need to know right now.

July was chock-full of key economic developments, from monumental legislation and trade deal fluctuations to a tense Fed meeting and labor market weakness. With all of this activity here’s a quick overview of what to know as we head into August.

A Health Savings Account (HSA) is a tax-advantaged savings account designed to help individuals and families set aside money to pay for qualified medical expenses. An HSA can be a valuable tool for managing healthcare costs today while also planning for future medical expenses — even into retirement.

June saw markets improve as the inflation narrative shifted and trade policy zigged and zagged. Confronted with such a challenging assortment of factors, the Federal Reserve remains cautious. Read on for key highlights from last month.

May 2025 Market Update  Last month brought us surging stocks fueled in part by progress on trade with the United Kingdom and China and inflation metrics released during the month following a similar relaxing pattern as the previous month.    It has been a volatile two...

Financial Lessons We Wish We Knew at Graduation “I don’t know about you, but I’m feeling… financially unprepared?” Graduating college is exciting, overwhelming — and often financially confusing. While you’re out there celebrating and singing along to Taylor Swift,...