Insights + News + Advice
Stay in the know
with Leelyn Smith
Market Update
insight
Market Context Video: Do Deficits Matter?
Chief Investment Officer Brian Dorn discusses current deficit trends and their potential impact on your long-term financial strategy. Tax policy and fiscal policy are interconnected, so understanding how government spending and deficits influence the broader economic environment helps us make more informed decisions about your wealth management approach in light of these new tax provisions. …
Featured Article
insight
What the New Tax Legislation Means for Your Family and Business: A Comprehensive Guide to Recent Changes
The recently passed legislation, often referred to as the “Big Beautiful Bill,” brings permanence to some existing provisions and introduces new ones that could all impact your tax, planning, and wealth strategies. As with any major tax change, the details matter, and understanding how these provisions work in practice is crucial for making informed decisions. …