Overview of the Recently Enacted Tax Law

Overview of the Recently Enacted Tax Law

Newly enacted legislation, signed into law on July 4 this year, has broad implications for taxes and more. Officially called the One Big Beautiful Bill (OBBB) Act, and comprising over 800 pages, the laws and provisions are too numerous to name here. However, it is...

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Perspectives on Portfolios Amid Market Volatility 

Perspectives on Portfolios Amid Market Volatility 

When the stock markets are in the news because of a downturn, people often wonder if there is something they should be doing to mitigate the losses. There are several common questions we hear: Is my money dropping like the market? How is my portfolio positioned? How...

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Key Financial Data 2025

Key Financial Data 2025

If you are interested in the new numbers affecting 2025 taxes, retirement contributions, health savings, Medicare, and more, please read or download the PDF below to have on hand. As always, do not hesitate to call our office or email us with any questions. 2025 Key...

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