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    The Outlook

    The Outlook

    Through the Fire | July 25, 2025 — Stocks continued to climb through July, with the S&P 500 hitting a series of new record highs. This rally...
    A Grandparent’s Guide to 529 Plans & the New FAFSA Rule

    A Grandparent’s Guide to 529 Plans & the...

    With the new FAFSA Rule, it’s now easier to support your grandchild’s education.
    The Outlook

    The Outlook

    A Balancing Act | July 11, 2025 — Stocks remain resilient despite renewed trade tensions. The Trump Administration has introduced a new roun...
    The Folly of Market Timing

    The Folly of Market Timing

    Why “Time in the Market” Beats “Timing the Market”
    What the One Big Beautiful Bill Act Will Mean for You

    What the One Big Beautiful Bill Act Will...

    On July 4, 2025, President Trump signed into law the One Big Beautiful Bill Act (OBBBA), a sweeping, nearly 900-page piece of legislation pa...

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