Articles

Tariff news is ‘less bad’

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Less bad—that’s a simplified though admittedly rough way to describe the trade and tariff landscape and its broader impact on stocks. This sharp rise in tariffs reflects a major shift in U.S. trade policy that’s aimed at addressing trade imbalances and encouraging domestic production. It may also have significant implications for inflation, supply chains, and

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Decoding the One Big Beautiful Bill Act: 13 Key Provisions

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The One Big Beautiful Bill Act (OBBBA) was signed into law on July 4 and encompasses hundreds of provisions, including permanent tax cuts, increased defense spending, Medicaid reforms, energy policy shifts, an increase in the debt ceiling, and enhanced immigration enforcement. Given the scope and complexity of the new law, our review will not be

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What Are Trump Accounts and How Do They Work?

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The One Big Beautiful Bill Act creates a new savings vehicle for families with children born before 2028. The new ‘Trump Accounts’ offer an opportunity for many families to save money for some of their children’s future expenses. But they also carry complications and should be considered carefully. The 2025 One Big Beautiful Bill Act (OBBA) introduced

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Vermont Saves; a New Small Business Retirement Plan Mandate

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Did you know? Under Vermont’s new law, employers with five or more employees will soon be required by the state to facilitate retirement savings – even if they don’t offer a plan. It’s called Vermont Saves, and while it checks the compliance box, it comes with government-mandated limitations and zero flexibility. About the Rollout The Vermont

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2025 Markets: The First Half in Numbers

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This comprehensive handy reference guide rounds up market returns and economic data as of June 30, 2025. Market performance includes data for a wide variety of asset classes, sectors, indexes, and more. The economic data includes interest rates, GDP, inflation, and labor statistics. If I had to choose a single word to characterize what single-handedly

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Unlocking Social Security: What You Don’t Know Could Cost You

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Check out our focused session on how to make the most of your Social Security benefits. Learn when and how to claim, how spousal and survivor benefits work, the impact of continued work and taxes, and strategies to potentially increase your lifetime payouts. Whether you’re nearing retirement or planning ahead, this webinar will provide practical

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Don’t Be a Victim: Internet Scams That Target the Elderly

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In early 2021, Marjorie Bloom, a 77-year-old retired federal attorney, fell victim to a complex tech support scam that cost her $661,000. In summary, the scammer pretended to be a “fraud investigator” from PNC Bank, where Ms. Bloom had been a long-standing customer. How could such a fraudulent activity occur? According to CNBC, the “investigator” persuaded

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