News & Insights

Stay informed with updates and educational content designed to help you and your family plan confidently for the future.
    How Lower Interest Rates Might Impact Your Financial Plan

    How Lower Interest Rates Might Impact Yo...

    The Federal Reserve (Fed) has started lowering interest rates slightly, cutting the Federal Funds rate by 0.25% in September. Last year’s ra...
    Breaking Down the One Big Beautiful Bill Act

    Breaking Down the One Big Beautiful Bill...

    On July 4, 2025, President Trump signed the One Big Beautiful Bill Act (OBBBA) into law. This wide-ranging legislation makes many of the 201...
    The Outlook

    The Outlook

    Resilience Amid Uncertainty | September 26, 2025 — Stocks have continued to climb in September, showing resilience even as the job market co...
    The Outlook

    The Outlook

    Finding a Balance | September 5, 2025 — Stocks are holding steady in the early days of September. Even with weaker-than-expected jobs data, ...
    Rising Dividend Report Archive

    Rising Dividend Report Archive

    Below, you’ll find links to some of our previous newsletters—just click to view or download the PDF.

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