On July 3, 2025, Congress passed a reconciliation bill (the “Reconciliation Act”) previously named the One Big Beautiful Bill Act, but subsequently redesignated “An Act to provide for reconciliation pursuant to title II of H. Con. Res. 14.”
July 8, 2025
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Read about the latest insights on the market and economy from our Director of Investments, Bob Janson.
July 7, 2025
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Trade developments and continued momentum pushed all three major averages to modest gains again for a shortened holiday trading week.
July 7, 2025
Find out more Stocks staged a broad-based rally last week on investors’ hopes for a lasting Middle East ceasefire, hitting fresh record highs along the way.
June 30, 2025
Find out more Stocks were mixed during the holiday-shortened trading week as uncertainty over conflict in the Middle East weighed on investors.
June 23, 2025
Find out moreSummer often brings memorable experiences—and increased spending. With a few intentional choices, you can enjoy the season without losing sight of your long-term financial priorities—and your advisor can help keep it all aligned.
June 20, 2025
Find out more A lot can change in six months. As you look ahead to the second half of the year, now’s the time to reassess what’s most important—financially and personally—and make intentional adjustments that keep you aligned with your bigger picture.
June 17, 2025
Find out more Stocks fell last week as an up-and-down mix of trade progress and anxiety, economic news, and geopolitical tensions netted out.
June 16, 2025
Find out more Stocks rallied last week as investors responded to upbeat economic data and easing trade tensions.
June 9, 2025
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