A mixed bag on the economy — and a BIG question for you
The past week packed plenty of headlines: Job numbers missed, markets swung, and new tariffs made waves. Here are the five areas I’m watching: Markets Rebound: After sharp declines…
New Tax Law: 7 Big Changes You Should Know About
By now, you’ve surely heard about this from every possible media channel.A sweeping new tax law hit the books a few weeks ago.It’s called the “One Big Beautiful…
The Bill is Law — What it Means for Your Financial Future
As someone who helps in navigating financial decisions, here’s my timely perspective on the “One Big Beautiful Bill Act,” which has now been signed into law after weeks…
This Independence Day — Take Control of What You Can
As we celebrate Independence Day, it’s worth pausing to reflect on the history behind July 4th.On that day in 1776, 56 brave delegates signed the Declaration of Independence…
Markets are Reacting. Should You?
It’s all over the news.Footage of missiles lighting up Middle Eastern skies.Long lines of cars fleeing Tehran.Headlines warning of a broader war.It feels big. And it is.After a…
Thoughts on the Shifting Housing Market
After years of runaway growth, the housing market is cooling…like a pot taken off the flame.Still warm. Still active. But no longer boiling over. And the numbers back…
Will the Big Beautiful Bill change your retirement?
In Washington, the House has passed the Big Beautiful Bill, and within it, some significant tax language that could reshape the way you’re thinking about retirement. WHY IT…
Does Your Plan Crack Under Pressure?
Most wealth advisors follow the same plan for every affluent person who walks into their office. That’s crazy!You’re unique, and you deserve a plan that meets your specific goals….
Are you taking advantage of this market moment?
The market has regained much of the ground it lost earlier this year. This rebound is largely due to stronger-than-expected GDP growth and easing inflation pressures, which have…