Following extensive deliberations, Congress has enacted comprehensive tax and spending legislation that President Trump signed into law on Independence Day, which is known as the “One Big Beautiful Bill” Act (or OBBBA). This sweeping budget encompasses...
Following years of diligent saving and prudent investing, transferring accumulated wealth to the next generation eventually becomes a paramount concern. This is the essence of wealth transfer planning. Many investors generally begin their initial planning by...
Albert Einstein reportedly once told his accountant, “the hardest thing in the world to understand is income taxes.” Decades later, his observation remains just as relevant—if not more—given the increasing complexity of our tax system. While April 15 marks...
At first glance, the initial months of 2025 have presented obstacles for market participants. Between trade tensions and market volatility, along with Middle Eastern conflicts and national debt concerns, investors might perceive financial markets as navigating from...
It’s no secret at this point that global markets are experiencing heightened volatility due to escalating trade tensions. When China implemented retaliatory tariffs, fears of a full-scale trade conflict and potential recession intensified. This uncertainty...