Market Minutes August 2025: Fed Policy, economics, and AI Trends
KEY MESSAGES FROM YOUR INVESTMENT TEAM Upward equity trends extended into August, and this time around, fixed income markets went along for the ride. Both outcomes are certainly appreciated, but they come with caveats as well. Stock prices, for example, were propped up by generally positive earnings reports. The good news managed tocrowd out worries […]
Municipal Bond Markets Primed for Performance
“Municipal networks expand economic opportunities. We’ve got to open new doors, not slam them shut.” — Frank Lautenburg With heightened yields, attractive valuations, robust fundamentals, and supportive technical factors behind them, current market dynamics are making a compelling case for municipal bonds, otherwise known as munis. While tax-exempt income is always appreciated, conditions like these […]
How to Gain Financial Independence… and Maintain It
“Financial freedom is available to those who learn about it and work for it.” — Robert Kiyosaki Managing your personal finances is a lifelong journey, and there are sure to be ups and downs throughout. During each stage of life, those challenges and opportunities will probably look quite different from one another—financial independence isn’t about […]
Special Report: One Big Beautiful Bill Act
Just hours before the self-imposed deadline of July 4, 2025, President Donald Trump signed the One Big Beautiful Bill Act (“OBBBA”) with sweeping reconciliations using the 2017 Tax Cuts and Jobs Act (“TCJA”) as a foundation with new renovations. Supporters believe it will stimulate growth, while critics have voiced concerns over fiscal restraint. Regardless, let’s […]