Michael Hardy has earned honorable mention for the Invest in Others Catalyst Award for his charitable work with Hardy Mendez Angel Fund.

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.