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September 15, 2025
Monthly Investment Commentary: September 2025
After the most aggressive rate-hiking cycle in four decades, a modest reduction in rates, and a long pause, the Federal Reserve is widely expected to resume cutting interest rates. The natural question is: What does this mean for my investments?
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September 08, 2025
The Hidden Tax Torpedo in the One Big Beautiful Bill and How to Avoid It
One of the most anticipated provisions of the One Big Beautiful Bill Act is the increase in the state and local tax (SALT) itemized deduction, which rises from $10,000 to $40,000. While this is welcome news for high earners facing substantial state income and property taxes, it also introduces new complexities—without thoughtful planning, you could end up paying more in taxes than expected.
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August 25, 2025
Student Loans After the One Big Beautiful Bill Act: What Families Need to Know
Back-to-school season is here! For student loan borrowers, this year comes with big changes. On July 4, 2025, the One Big Beautiful Bill Act became law, with several changes to the federal student loan system. While some are already in effect, others kick in starting 2026, giving borrowers time to adjust their game plan. In this article, Wealth Advisor Becca Craig shares how to get ahead of the changes.
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