Weekly Wrap: Mid-Year Recap

Weekly Wrap: Mid-Year Recap

Dear Friends, For the first half of the year, the market spotlight has been on a handful of big tech companies that have been driving the markets. What has been less talked about is the fact that the performance of over 70% of stocks that make up the S&P 500 were...
TCJA Provisions are Ending – What You Need to Know

TCJA Provisions are Ending – What You Need to Know

Dear Friends, The Tax Cuts and Jobs Act (TCJA) of 2017 made many changes to U.S. tax law. However, many of those changes included sunset provisions that will cause them to expire at the stroke of midnight on January 1, 2026, unless Congress acts to extend them. In the...