by Shauna Newton | Jan 8, 2026 | Blog
U.S. equities demonstrated resilience into year-end, with the S&P 500 closing 2025 at a 16.39% total return, the third consecutive year of double-digit gains and just short of an all-time high. Performance was led by communication services (+32.41%), information...
by Shauna Newton | Jan 5, 2026 | Blog
As 2026 approaches, the One Big Beautiful Bill Act (OBBBA) keeps many familiar Tax Cuts and Jobs Act (TCJA)-era rules in place—but it also reshapes several areas that can materially change what families can deduct and when it’s smartest to claim those benefits. The...
by Shauna Newton | Jan 5, 2026 | Blog
One of the most powerful retirement tools — yet often underutilized — is the Roth IRA, especially for younger investors. A Roth IRA is a tax-advantaged retirement account funded with money you’ve already paid taxes on. While you don’t get a tax deduction in the year...
by Shauna Newton | Sep 30, 2025 | Market Commentary
The Federal Reserve cut interest rates in September for the first time since December 2024, lowering the federal funds rate from 4.25%–4.50% to 4.00%–4.25%. This decision marks a notable shift in policy as the Fed balances its dual mandate: promoting maximum...
by Shauna Newton | Sep 30, 2025 | Charitable Giving, Giving
The passage of the One Big Beautiful Bill Act (OBBBA) brings several key updates that may impact your charitable giving strategy and overall tax planning. While many provisions of the 2017 Tax Cuts and Jobs Act (TCJA) were set to expire in 2025, the OBBBA locks in...
