Tag Archive for: Tax Strategy

Could a Split Congress Actually Be Good for the Markets?

For decades, helping our kids get their footing was just a temporary bridge—covering a security deposit here or keeping them on the auto insurance policy for an extra year. But lately, I’ve seen that temporary bridge turn into an ongoing, open-ended subsidy for a lot of families across Southwest Michigan.

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.