Quarterly Outlook: Uncertain Trade Policy Weighs on Growth
Main Takeaway Uncertainty around trade policy continues to weigh on the U.S. economy, with signs of slowing emerging in the second half of the year. Real final private demand (GDP less more volatile components such as inventories, trade, and government spending)
Q2 2025 Quarterly Investment Commentary
After a rocky start to the second quarter, marked by tariff headlines, shaky consumer confidence, and market volatility, markets ended the quarter much higher than they began. The S&P 500 gained 10.9%, fully recovering from April’s dip, and finishing the first
One Big Beautiful Bill: A Summary for Tax Planning
The recently passed tax and spending package includes several notable changes that could have significant tax implications for your financial plan. Whether you’re focused on wealth preservation, retirement, or generational planning, here’s a quick look at some of what’s staying