A sweeping new tax bill—officially called the “One Big Beautiful Tax Bill”—has passed, bringing a mix of extensions, updates, and brand-new provisions that could shape your tax planning and financial strategy in the years ahead. Whether you’re focused on wealth preservation, retirement, or generational planning, here’s a quick look at some of what’s staying the same, what’s changing, and what’s completely new.

In times of market volatility or economic uncertainty, it’s natural to wonder if time-tested strategies still hold up. One of the most frequently questioned—yet most essential—is diversification.

I understand it is a scary time in the markets and the world. However, in my 24 years as a Wealth Manager & Investor, if I could have picked the best times to invest: it would it would have always been times just like this.

In this report, we will provide a brief background on the advancements of AI, the role of DeepSeek as a potential disruptor, and what this means for the markets and select industries.

Recently we have received some questions about the difference between mutual funds and exchange traded funds (ETF’s). While they are both similar in many ways there are some subtle differences between the two we’d like to highlight for our clients.