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The new tax bill, signed into law on July 4, 2025, introduces significant changes to the U.S. tax code, primarily by making permanent many provisions of the 2017 Tax Cuts and Jobs Act (TCJA) that were set to expire at the end of 2025, while adding new provisions. Taxes and changes to law affect every one of our clients, so we must highlight some key points and changes from what we have been used to for the last few years of tax code.

Charitable giving in America dates back to the 1600s, and today is often aligned with the “season of giving,” that occurs around the holiday

The stage is set for the Fed Reserve to begin lowering the federal funds rate potentially. Lower interest rates may impact the real estate.

As we roll into summer, the market volatility that kicked off the second quarter is seemingly well into the rearview mirror.

With a winning first quarter to 2024, April saw tensions rise in the Middle East once more. Since 1927, the chart on the S&P 500 Index shows

Learn about college savings plans and how to save more efficiently for your kids.