July 2026 Quarterly Update
The second quarter of 2026 served as another reminder that markets often prove more resilient than headlines suggest.
October 2025 Quarterly Update
The third quarter delivered another blend of volatility, opportunity, and shifting leadership. After a strong rally through July and August, markets extended gains into September with key indices setting fresh highs. Much like Q2, broad participation was exhibited: while Mega-cap tech continued to dominate, smaller and Value stocks finally mounted comebacks.
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.
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.
