AN ECONOMIC AND MARKET UPDATE October 2025 EXECUTIVE SUMMARY The Federal Reserve announced another 25 basis point rate cut, but cautioned against expecting a further cut in December. The First Brands implosion was another reminder that we have a debt problem in this country. Trump Accounts are coming for the kids and that is a … Continued
Discover how dollar-cost averaging lets you buy low and sell high without timing the market—boosting returns by 8% through consistent investing strategies.
Breaking Down the OBBBA: What the ‘One Big Beautiful Bill Act’ Means for Your Tax Strategy Signed July 4, 2025, the landmark tax legislation offers permanent extensions, temporary relief, and strategic incentives for individuals and business owners alike. The “One Big Beautiful Bill Act” (OBBBA), signed into law on Independence Day 2025, delivers sweeping tax … Continued
AN ECONOMIC AND MARKET UPDATE July 2025 EXECUTIVE SUMMARY It is an up year almost all the way around, with nearly all major indices in positive territory. Tariffs and talk of replacing Fed Chair Powell have driven volatility without any major negative consequences, yet. The One Big Beautiful Bill Act (OBBBA) is here, and there … Continued
AN ECONOMIC AND MARKET UPDATE May 2025 EXECUTIVE SUMMARY GDP turns negative for the first time in three years driven largely by higher imports in Q1 2025 in anticipation of President Trump’s tariff policy. A “big, beautiful bill” giving us clarity on future tax policy is in the works. There is no better time than … Continued
For many Americans, their home is their single biggest asset. So, one of the best ways to manage financial risk is to protect that asset. Unfortunately, home insurance isn’t as straight forward as it used to be, particularly if you’re a California resident. To help you better understand how you may, and may not, be … Continued
Markets ended 2024 up on the year across all major asset classes; 2025 looks setup for solid economic growth that may not live up to growth expectations.