The newly signed “One Big Beautiful Bill” brings major changes to tax laws, deductions, and estate planning rules. In this post, we break down what’s included, why it matters, and how it impacts your financial plan moving forward.
The newly signed “One Big Beautiful Bill” brings major changes to tax laws, deductions, and estate planning rules. In this post, we break down what’s included, why it matters, and how it impacts your financial plan moving forward.
Recent gains in the stock market have captured attention, but are they a sign of a lasting trend or merely a prelude to potential challenges?
Richard discusses the antics in Washington DC and the affects on the capital markets.
Richard discusses current economic factors that are moving the markets.
Richard explains the collapse of SVB Bank in simple to understand terms.
Richard reviews 2022 and anticipates the year ahead
As the Coronavirus causes volatility in the financial markets, the Federal Reserve lowers a key interest rate. What is the reason for this predictable move? Did it go far enough, or are more cuts likely?
What does the Fed’s decision to cut interest rates for the second time this year mean for the economy and your investments?
What might higher inflation (and correspondingly higher interest rates) mean for your portfolio? Under such conditions, your investments may perform better than you think. But caution may be in order.