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...
