Insights
Think Your Will Decides Everything? Your Beneficiaries Designations Might Say Otherwise
Cold and often dreary November provides the perfect excuse to spend a few hours thinking about something that can often be neglected – your wishes post death.
Fed Rate Cuts 2025: Why Borrowing Costs Don’t Always Drop
When the Federal Reserve lowers interest rates, the headline often suggests relief is on the way for borrowers with lower borrowing costs.
Chasing Market Highs? – Behavioral Finance at Work
When markets reach record highs, it’s natural to feel excitement and optimism. News headlines celebrate these highs again-and-again, and suddenly the fear of missing out (FOMO) sets in.
One Big Beautiful Bill Act: How might it Impact You?
Much has been written about the provisions of the new OBBBA (One Big Beautiful Bill Act) legislation and what that means for your personal tax situation. Given that, we are focusing only on what we feel to be most relevant to our client base in this piece.
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