Newsletters

September

• HOT TOPIC: Trade Roundup: New Tariff Actions and Rates

  This article explains newly implemented and upcoming tariffs and their potential economic impact.

• Test Your Knowledge of Estate Planning

  Taking this quiz may help increase understanding of estate planning.

• The College Landscape in 2026

  The world of higher education is constantly evolving. Here are some key updates for 2026.

• Medicare Open Enrollment: A Time for Choices

  Each year from October 15 to December 7, Medicare offers an Open Enrollment period during which beneficiaries can review coverage options and make changes as appropriate.

• Separately Managed Accounts: Tax-Efficiency and Tailored for You

  With SMAs, investors have the flexibility to fine-tune their asset allocations for their own unique circumstances and better manage their tax liability.

• The One Big Beautiful Bill Act Extends Tax Breaks for Small Businesses

  Here are three important tax provisions from the OBBBA that should provide certainty and stability for small businesses.

August

• HOT TOPIC: 530A Trump Accounts Officially Open

  A new tax-advantaged investment account officially launched on July 4th: the 530A account, also known as a Trump Account, which is designed to help children get a head start on their financial future.

• Is It Time to Declare Your Financial Independence?

  Here are some ideas to help pursue a life of financial freedom.

• The Employment Situation: A Closely Watched Report

  Among all the economic indicators released each month, the Employment Situation is one of the most highly anticipated and can move financial markets.

• Understanding the “No Tax on Tips” Deduction

  In 2025, the One Big Beautiful Bill Act established a temporary federal tax deduction to help reduce the tax liability of certain tipped workers.

• Strategies for Taking RMDs

  This article provides an overview of rules, options, and strategies for taking required minimum distributions (RMDs).

• Media Trends: Where Have All the Readers Gone?

  The majority of Americans read few books over the last year, while the number of weekly podcast listeners has been rising.

July

• HOT TOPIC: Social Security and Medicare: The Clock Is Ticking

  According to this year’s Trustees report, Social Security recipients might face a benefit cut in 2034 unless Congress acts soon to strengthen the program.

• Locked Out? How to Break Into Today’s Housing Market

  Homeownership can still be an attainable goal, but it may take more planning, flexibility, and creativity than it did in the past.

• What Is Value Investing?

  At the heart of a value investing strategy is viewing the purchase of stock shares as becoming a part owner of a company.

• Midyear Checkup: Can You Contribute More to Your Retirement Plan?

  With traditional pensions in decline, it’s up to the individual employee to build retirement savings in a work-based account.

• Taxing Social Security Benefits: Clearing the Confusion

  The One Big Beautiful Bill Act did not change the rules for taxing Social Security benefits, but it did create a new deduction for seniors that could help reduce their tax burden.

• Teens Say Social Media Takes a Toll on Mental Health

  Many parents are concerned about the well-being of their children as they navigate the digital landscape.