Finances In The News
Leaving a Legacy by Thinking Two Generations Deep
With your finances, you have the opportunity to impact generations after you. In this article, we discuss the strategies for leaving a legacy!
Tax Law Changes From the One Big Beautiful Bill Act (OBBBA)
The One Big Beautiful Bill simplifies tax planning with low tax rates and other benefits for retirees and business owners.
How Will DOGE Impact the Market and Economy?
The Department of Government Efficiency “DOGE” is expected to have a significant impact on markets and the economy. For starters, it’s possible that a significant cut-back in spending will create a recession. We explore this possibility, along with other ways that DOGE could impact the U.S. budget deficit, Social Security, future tax rates, and more. Finally, we explore the potential impact of tariff wars on consumer inflation.
What’s Next for Stocks and Bonds in 2025?
2024 was a great year for stock investors. But there is a growing chorus of investors who think the rally has gone too far. With two strong years in a row for stocks, investors are asking What’s In Store for Stocks and Bonds in 2025?
How will Political Instability Affect the Markets?
Political instability in the U.S. is the highest since the 1960s. This can be unsettling to investors and lead to investment mistakes based on one’s view of how the political winds are blowing. We believe investors need to separate politics from investing, and look at the example of 1968 when assessing whether political instability affects markets.
The Federal Budget Deficit and Fiscal Dominance
Raging fiscal deficits are back in the news ahead of the 2024 election, with talk of fiscal dominance. How does this impact investors?





