Investment Commentary – June 23, 2025

What Happened Geopolitics took center stage last week as Israel and Iran continued to launch missiles at each other, culminating with the U.S. joining the war with strategic strikes on Iran’s nuclear facilities over the weekend. Markets had initially taken the Israel-Iran hostilities in stride, rallying early in the week. However, as the possibility of […]
Senate Tax Bill Draft: How Proposed Changes Could Affect Your Wealth Plan

Tax Bill Negotiations Heat Up as Senate Releases Draft The Senate has officially released its draft of the sweeping tax and budget bill, setting the stage for negotiations with the House. While the House passed its version last month, the two chambers must reconcile key differences before any legislation reaches the president’s desk. This latest […]