Blog

In 2025, the U.S. economy is being reshaped by massive corporate investment in artificial intelligence (AI). This trend is not only redefining market dynamics but also revealing deeper concerns about economic stability and long-term productivity.

AI Investment: A Lifeline for Economic Growth

October 1, 2025

Federal Government Shutdown: What You Need to Know 

Today at 12:01 AM Eastern Time, the federal government shut down. Since 1976, when Congress introduced the modern budget process, there have been 21 government shutdowns, with the most recent one occurring in late 2018 into early 2019.

Important Tax Updates: One Big Beautiful Bill Act (OBBBA)

We’re sharing an important update on how the recently passed One Big Beautiful Bill Act (OBBBA) may affect your taxes and planning strategies, both this year and in the years ahead.

No Immediate Action Required (With a Few Exceptions)

For those familiar with our previous updates, you may recall the acronym TINA—“There Is No Alternative”—which reflected a period when low interest rates left investors with few viable options outside of equities. With interest rates near zero, stocks were often the only asset class offering the potential for returns aligned with long-term financial goals.

Summer Housekeeping

Being on the cusp of another change in seasons, many of us are thinking about vacations, sunshine, and some well-earned downtime. But now is also the perfect time to do some light financial housekeeping. Here are a few miscellaneous things to consider as we enter the summer season:

Last week in review and what is ahead – April 15, 2025

Many investors are grappling with the question of, “Is it time to panic?” as the stock market experiences turbulence. Recently, the market outlook turned bearish due to the potential negative impact of new tariffs on growth and corporate profits.

Economic policy uncertainty leads to more uncertainty, which begets more uncertainty . . . the stock market hates uncertainty.

Executive Order Disorder

Great Expectations