Tag Archive for: Tax Strategy

Could a Split Congress Actually Be Good for the Markets?

Rising energy costs from Middle East tensions, elevated Treasury yields, lingering inflation questions for the Federal Reserve, and shifting artificial intelligence valuations dominate financial headlines. Yet despite this backdrop of political and economic uncertainty, the S&P 500 index remains remarkably resilient near all-time highs

Navigating the One Big Beautiful Bill Act (OBBBA)

Signed into law on July 4, 2025, the aptly nicknamed One Big Beautiful Bill Act (OBBBA) has simultaneously delivered long-term certainty and created an urgent, limited-time opportunity for American retirees and investors.