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Q2 Market Update & One Big Beautiful Bill Act
Q2 Market & Policy Update
Markets showed resilience in Q2, with strong equity performance and stable bond returns. New tax proposals from President Trump’s “One Big Beautiful Bill” could create fresh planning opportunities. Read our full update to see what it means for your finances.
Chris Oberholzer
Jul 143 min read
Still Time to Maximize 2024 Savings!
Save for 2024 while you still can!
Matt Oberholzer
Feb 171 min read
Q3 Market Update and End of Year
With inflation subsiding and the economy cooling, the Fed cut interest rates by 0.5% last month. This action confirmed the feds...
Matt Oberholzer
Oct 15, 20243 min read
Elections & Markets
A common question we receive is, "What will happen to the markets as we get closer to and after the election?" The answer might surpris you.
Matt Oberholzer
Oct 15, 20242 min read
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