September 2025 Market Update
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.
Understanding the Current Government Shutdown
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 2025 Market Update
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.
What the One Big Beautiful Bill Act Means for Individuals and Small Businesses
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.
Student Loan Reform: What Borrowers Need to Know
From legislative overhauls to interest changes, here’s what you need to know right now.
July 2025 Market Update
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.