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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.

You know, I often get asked. We often get asked, how did you get in central Ohio and Dublin, Ohio? How did you get from 27 million in client assets with a handful of clients in central Ohio, in the Columbus area to today, where we advise and manage over $2.3 billion for clients in over 44 states. And first of all, it's not an easy answer.

July has historically been the best-performing month of the year. So if you moved to cash last month, odds are you’ve missed a window of return that will be hard to recapture.  Seasonal market patterns—like “Sell in May” and the “Santa Claus Rally”—may have historical data behind them, but they are statistically weak predictors of future performance. Missing just a few of the best market days (which often cluster around volatility) can derail long-term compounding—eve

Markets are currently seeking stability and, ultimately, resolution when it comes to global trade decisions.

Yesterday, I tuned into CNBC and was treated to a chorus of alarm bells about recessions and tariffs. It reminded me of my two-year-old son,

Know your IRS deadlines (click here). If tax season resulted in you owing more to the IRS than you expected, you may want to revisit...

The market seems expensive, but as history has shown us investing at all-time highs is actually one of the most bullish forward indicators.

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

Review healthcare benefits, life insurance plans, retirement contributions and other voluntary benefits, confirming any contribution amounts

The base case for a majority of investment houses is a soft landing, with higher for longer rates compared to the past decade.

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

We are long-term investors. It’s a simple principle that we must always remind ourselves as investors, in the good-times and in the bad.

Advice from a financial advisor By Michael Mooney , Financial Advisor China’s boom was once seen as a way to add growth exposure to a...

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

The S&P 500 notched another all-time-high, passing the 5,000 mark for the first time ever on Thursday 2/8/24.

As of last Friday, the front-month futures contracts for gold closed at $2,071 a troy ounce.

The seven mega-cap tech names that have driven the majority of the market’s gains have hit a roadblock (see chart below). Nonetheless, these