Blog

As another back-to-school season approaches, it’s the perfect time to revisit your education savings strategy—especially in light of significant updates passed this summer. On July 4, 2025, President Trump signed the One Big Beautiful...

Markets Rally as Inflation Cools and Confidence Builds The second quarter of 2025 delivered strong results across equity markets, both in the U.S. and around the world. Despite a few challenges—like ongoing trade tensions and mixed...

Global Market Commentary: Third Quarter 2024 Markets Have Strong 3rd Quarter Global equity markets had a strong third quarter, with the Federal Reserve’s decision to cut interest rates providing a significant tailwind for stocks....

Fed Rate Cut: Short & Medium-Term Implications While important, it should not be the sole driver of your investment decisions The Federal Reserve plays a pivotal role in the U.S. economy, and one of its most influential tools is the...

In the final days of 2022, Congress passed a new set of retirement rules designed to facilitate contributions to retirement plans and access to those funds earmarked for retirement. The law is called SECURE 2.0, and it is a...