Stay informed about your
financial health

Stay informed about your financial health

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How the new tax Changes could affect retirees and investors

On July 4, 2025, the One Big Beautiful Bill Act (OBBBA) was signed into law, bringing with it a mix of permanent and temporary tax changes that may impact how Americans file taxes in the coming years. We wanted to provide a brief summary to help keep you informed and...

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Midyear Outlook 2025: Pragmatic Optimism, Measured Expectations

Midyear Outlook 2025: Pragmatic Optimism, Measured Expectations

We started 2025 on a high note, although we acknowledged that “no market environment is ever permanent, and that change is always potentially around the corner.” Well change did come, and with it, volatility, perhaps in part because we assumed President Trump’s policies would simply mirror those of his prior term. The impact of policy…

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Jerrí Hewett Miller CFP®, RICP, BFA

 

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