News & Insights

Reviewing the May 2025 Markets

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It’s “Big and Beautiful” The so-called “One Big Beautiful Bill” making its way through Capitol Hill has sparked intense debate, particularly among fiscal conservatives and budget deficit hawks. Supporters promote […]

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The House Passes the One, Big, Beautiful Bill Act: An Overview of Its Tax Provisions

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The U.S. House of Representatives passed its sweeping tax and spending bill, dubbed The One, Big, Beautiful Bill Act (OBBBA), by a vote of 215 to 214. The bill includes […]

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Reviewing the April 2025 Markets

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Signals of Strength Four times a year, the U.S. Bureau of Economic Analysis (BEA) releases gross domestic product (GDP) estimates, measuring the total monetary value of all goods and services […]

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Smart Financial Planning During Market Volatility

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How to Navigate Tariffs, Politics, and Economic Uncertainty When markets are volatile and headlines scream uncertainty, the instinct is to pull back. Business owners often shift their strategy, reduce exposure, […]

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An Essential Tax Deadline is Coming Up – And It’s Unrelated to Your 2024 Return Filing

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Tuesday, April 15 is the deadline for filing your 2024 tax return. But another tax deadline is coming up the same day, and it’s essential for certain taxpayers. It’s the […]

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