Tariff Turbulence Fades, Underlying Trends Hold Firm
Executive Summary Markets were choppy last week as policy headlines drove shifts in risk sentiment. Tariff-related developments sparked early-week volatility, though conditions stabilized as concerns eased. The S&P 500 finished the week in negative territory for the second consecutive week, where leadership continued to rotate beneath the surface. Small-cap, value, and equal-weight indexes outperformed, while technology […]
Top Financial Planning Priorities for 2026: New Tax Rules, OBBBA Changes, and Key Risks
Last year, the enactment of the One Big Beautiful Bill Act (OBBBA) preserved many key provisions of the federal tax code for individuals, including lower marginal income tax rates and a higher estate tax exemption. However, several planning rules have changed quietly. Provisions from recent legislation – most notably the SECURE 2.0 Act – are now taking […]