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The ongoing Middle East conflict, especially disruptions around key oil routes, is the most important short-term variable. Economists are focused on whether inflation will return to target or stay sticky. The economy is still growing but signs of softening are emerging.

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November proved to be a volatile month for the stock market, ultimately concluding with slight gains for several of the major market indexes. Following the reopening of the federal government, the primary focus in December will center on the state of the economy and the policy of the Federal Reserve relative to interest rates.

The Markets (as of market close November 28, 2025) Following the reopening of the federal government, the primary focus in December will center on the state of the economy and the policy of the Federal Reserve relative to interest rates.

The Markets (as of market close October 31, 2025) Wall Street experienced notable volatility in October, only to see each of the major indexes close the month higher.

Here are some strategies that may help enhance the tax efficiency and impact of your charitable contributions.

Three Big Changes to Charitable Contribution Deductions The One Big Beautiful Bill Act included three new tax provisions pertaining to charitable deductions that will take effect for tax year 2026.

A new deduction is effective for tax years 2025-2028. Workers in up to 68 occupations could see their tax burden reduced by the "no tax on tips" deduction.

New "No Tax on Tips" Deduction Explained Workers in up to 68 occupations could see their tax burden reduced by the "no tax on tips" deduction.

In September, the IRS issued final regulations related to mandatory Roth catch-ups. Beginning in 2026, those with F**A wages exceeding $145,000 will be required to make catch-up contributions on a Roth, rather than a pre-tax, basis. Click below to learn more about these important changes! 👇

Mandatory Roth Catch-Up Contributions Begin in 2026 In September, the IRS issued final regulations related to mandatory Roth catch-ups. Beginning in 2026, those with F**A wages exceeding $145,000 will be required to make catch-up contributions on a Roth, rather than a pre-tax, basis. We've created a client alert to help explain what this may mean for...

In Q3 2025, U.S. equities surged to record highs despite tariff volatility, with strength driven by tech and AI stocks, while the Fed delivered its first rate cut since 2024 amid slowing job growth and persistent inflation. GDP rebounded strongly, corporate earnings hit new highs, and oil prices declined, highlighting an economy balancing resilience with inflationary and policy challenges.

The Markets (third quarter through September 30, 2025) The third quarter of 2025 may best be characterized by continued strength in the equity market, moderating but resilient economic activity, and a shift in the Federal Reserve policy toward interest rate cuts.

If you're curious about what a government shut down means and why it happened, we have the answers here! 👇

Why Did the Federal Government Shut Down? And What Happens Now? It's impossible to predict how long the current shutdown might last, but it may be helpful to know more about why it happened and what you can expect if it continues.

From inflation updates to earnings reports, August brought plenty of movement in the markets. Catch up on August’s stock market and economic highlights in our latest blog post.

The Markets (as of market close August 29, 2025) U.S. stocks enjoyed a notable month in August with major indexes reaching new record highs. Wall Street's performance was largely driven by strong corporate earnings (particularly in technology), an improving trade outlook, and continued economic resilience.

The One Big Beautiful Bill Act (OBBBA), signed into law on July 4, 2025, includes several provisions that affect business owners. Here are five specific changes to pay close attention to.

One Big Beautiful Bill Act and the Small Business Owner The One Big Beautiful Bill Act (OBBBA), signed into law on July 4, 2025, includes several provisions that affect business owners. Here are five specific changes to pay close attention to.

There's a new above-the-line deduction up to $6,000 for taxpayers who are aged 65+. Check it out here👇!

New Senior Deduction Explained Beginning in 2025, seniors can take advantage of a new $6,000 tax deduction that may help them cover the rising costs of housing, health care, and daily living by potentially allowing more of their income to remain untaxed.

It's been talked about for years - will Social Security still exist by the the time I retire? Here's the latest on funding concerns for . 👇

Social Security and Medicare 2025 Trustees Reports: It's Time to Address Funding Concerns Payroll taxes from today's workers, along with income taxes on Social Security benefits, go into interest-bearing trust funds. During times when payroll taxes and other income exceeded benefit payments, these funds built up reserve assets. But now the reserves are being depleted as they are used to....