Tactical Tax Planning Under the OBBBA: Maximize Temporary Deductions Before They Expire
Tactical Tax Planning: Navigating the OBBBA’s Key Provisions in the Near Term It’s critical to remember that while the OBBBA introduced a plethora of new tax changes, many of its most impactful provisions, particularly those offering significant deductions, are temporary. They are set to expire, predominantly by 2028 or 2029. This limited window underscores the […]
Investment Commentary – July 21, 2025
Executive Summary Various key trends the Investment Office is monitoring U.S. financials sector earnings season kicked off last week strong. The MSCI EAFE Large Cap value index has nearly 37% weight to financials, which creates concentration risk. This week we have Eurozone and U.S. preliminary PMIs, more S&P500 earnings releases including Google and Tesla. […]
Economic Commentary – July 21, 2025
The US economy continues to feel as if some corner has been turned, which is a pretty nifty trick to pull off without an appreciable slowing of economic growth. The week’s data will help to illuminate the degree to which that growth continues into the third quarter; data for June should provide some sense of the […]
Earnings Build, Momentum Fades in the Quiet Week Before the Storm – July 21, 2025
Good morning, Summer delivers more weeks of market doldrums than the other three seasons combined, and this week is shaping up to be this year’s first example. Relative to next week, this one may feel like the calm before the storm, as next week is loaded with macro risk events, including the Fed meeting, U.S. […]