We wanted to share some helpful resources to keep you informed about the One Big Beautiful Bill Act and how it may impact you.

We’re pleased to announce our partnership with Wealth.com, which allows us to offer a comprehensive digital estate planning solution that simplifies the process and makes it more affordable.

To minimize risk to the financial system and reinforce confidence in the banking system, the Federal Reserve, Department of Treasury and FDIC announced all deposit accounts at SVB and Signature Bank are insured (accounts above the $250,000 FDIC guarantee ceiling). Any losses to the Deposit Insurance Fund to support uninsured depositors will be recovered by a special assessment on banks. In theory, taxpayers aren’t on the hook. Essentially the program and government actions are designed to mitigate banks’ balance sheet risk and prevent contagion.

It's never too early to start looking at your tax obligations for the coming tax season. The information in this article is for the 2023 tax year, which most taxpayers will file in 2024.

There’s no way to sugarcoat it, 2022 was a difficult year for investors. The Dow Jones Industrial Average and S&P 500 peaked as the year the began and ended the year down 8.8% and 19.4% respectively with the tech heavy NASDAQ losing 33.1%.