by Jenny Thompson | Jan 21, 2026 | Quarterly Commentary
The fourth quarter ended 2025 much as the year began—with competing forces pulling markets in different directions. Fresh drama arrived via the longest government shutdown in history and a tech sector sell-off amid AI bubble fears. Yet when the dust settled, equity...
by Jenny Thompson | Jan 5, 2026 | Financial Planning
A new year is a new beginning. Sure, we get a fresh start every morning, but January feels different—it carries that sense of possibility and momentum that makes us want to do things differently. You’ve probably heard plenty about new year’s resolutions...
by Jenny Thompson | Dec 1, 2025 | Financial Planning, Tax Planning
As we head into the holidays, many people start thinking not only about gifts for loved ones, but also about supporting the charities they care about. With new tax rules taking effect in 2026, this is a good time to revisit your giving strategy—especially if you...
by Jenny Thompson | Oct 14, 2025 | Quarterly Commentary
Shakespeare wrote: “All the world’s a stage, And men and women are merely players; They have their exits and their entrances; And one man in his time plays many parts.” If the U.S. government is the actor on stage, investors might wonder what kind of play we’re...
by Jenny Thompson | Aug 21, 2025 | Financial Planning, Tax Planning
On July 4th, President Trump signed the One Big Beautiful Bill Act (OBBBA) into law. Think of it as a complex sequel to the 2017 Tax Cuts and Jobs Act. Basically, it locks in a lot of tax breaks that were supposed to expire this year—and if they had, more than 60% of...
