What’s moving the markets?
Markets continued to trend higher through July, even as headlines were dominated by trade tensions and tariff uncertainty. Many clients have asked how stocks have managed to climb given these… …
One Big Beautiful Bill Act and student loan reforms
Congress passed the One Big Beautiful Bill Act (OBBBA) on July 4, 2025, enacting sweeping reforms impacting student loans, repayment plans, and forgiveness programs. These changes affect millions of borrowers,… …
What’s moving the markets?
The Fed holds steady: At its recent meeting, The Federal Reserve left interest rates unchanged. While inflation has come down from its highs, it’s still above the Fed’s 2% target…. …
Life insurance for new parents
Becoming a parent changes everything, including how you think about money and security. Life insurance can play a critical role in safeguarding your family’s financial future in case the unexpected… …
What’s moving the markets?
Tariff mayhem continues: In a recent court ruling, the Trump-era tariffs were deemed unlawful, a decision that brought a wave of relief and, just as quickly, a fresh dose of… …
Why disability insurance matters
Most people insure their home, their car, and their life. But what about their income? That’s what disability insurance is for. If you become sick or injured and can’t work,… …
What’s moving the markets?
Trade war uncertainty: The markets are grappling with the ongoing lack of clarity around U.S. tariff policy. Over the past several weeks, multiple justifications have been floated for the latest… …
What happened to long-term care insurance?
Once the cornerstone of retirement planning, long-term care (LTC) insurance has quietly slipped out of the spotlight. Over the past two decades, the LTC market has changed dramatically. Rising premiums,… …
What’s moving the markets?
Next round of tariffs: Markets are bracing for President Trump’s “Liberation Day” announcement on April 2nd, when he’s expected to unveil a new round of reciprocal tariffs. With last week’s 25% tariff… …
How to prepare wealthy kids for wealth (without spoiling them)
In affluent households, teaching kids about money comes with unique opportunities and responsibilities. These children often benefit from a distinct set of advantages, like access to high-quality education, financial safety… …