Resources
Articles
July 2025 Market Update
July 2025Market 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.
Charitable Giving
Charitable Giving Strategies for Appreciated Securities and Why Now’s the Time to Plan 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...
Weekly Market Commentary
Market Commentary | February 23rd, 2026
Last week’s data provided investors with a clearer sense of an economy that is still progressing but slowing at the margins, with steady activity in some areas and renewed caution in others.
Market Commentary | February 16th, 2026
Last week’s data reinforced a familiar theme: inflation is cooling, the labor market is stabilizing, and the consumer is becoming more selective.
Market Commentary | February 9th, 2026
This week’s data offered a mix of momentum and moderation. Manufacturing activity improved, but labor indicators softened, and price pressures — especially in services — remained elevated.
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