Market Commentary | July 14th, 2025
Due to the holiday weekend, last week was relatively quiet on the economic front. However, a few key indicators stood out.
July 2025 Market Update
July 2025 Market Update Category YTD 2024 US Large 6.2 25.0 US Small -1.8 11.5 Developed Markets ex-US 19.9 4.3 Emerging Markets 15.6 8.1 US Fixed Income 4.0 1.3 US High Yield 6.8 9.2 Source: JPMorgan Guide to the Markets. Data as of June 30, 2025. Performance in %....
What the 2025 Tax Bill Means for You and Your Business
On July 4, 2025, President Trump signed into law the “One Big Beautiful Bill,” a sweeping tax reform package that cements many of the 2017 tax cuts and introduces new provisions aimed at individuals, families, and businesses.
Estate Planning
Estate planning is one of the most important—and often overlooked—elements of financial wellness. Yet more than two-thirds of Americans don’t have an up-to-date estate plan, leaving their loved ones to navigate confusion, probate, or unintended outcomes.
Student Loan Updates for 2025
If you’ve built up assets that have grown in value over time, like stocks, mutual funds, or other investments, fall is an ideal time to start thinking about how those gains align with your charitable goals. Appreciated securities can be used in several strategic ways to support organizations you care about, all while thoughtfully managing your broader financial picture.