One Big Beautiful Bill Act (OBBBA) on July 4, 2025. The legislation includes multiple tax provisions that will guide individuals, business owners, and investors in planning their finances for many years to come.

Throughout the second quarter of 2025, global trade tensions caused by reciprocal tariffs and increasing unrest in the Middle East impacted the markets on a daily basis.

H.R. 1, the One Big Beautiful Bill Act, narrowly passed the House of Representatives on May 22, 2025. The legislation is now being deliberated in the Senate, after the Senate Committee on Finance released its own version of proposed tax provisions on June 16, 2025.

At the age of 94, Warren Buffett recently announced his retirement as CEO of Berkshire Hathaway, the massive holding company he has controlled since 1965.

May proved to be one of the best months for stocks in quite some time.

There is an adage that the market doesn't like surprises, and part of the market reaction was due to the unusual approach.

President Trump's rapid, on-and-off implementation of tariffs and the escalating trade war it sparked unsettled the financial markets.

This graphic compares S&P 500 sector returns in 2024, along with each sector's weight in the index.

According to data from the International Monetary Fund, the U.S. received almost one-third of all global foreign investment from 2021-2023.

The Markets (as of market close October 31, 2024)

Effective August 17, 2024, NAR will implement new policies related to how real estate brokers are compensated to handle transactions.

Section 109 of the SECURE Act 2.0 introduces significant enhancements. 

Stocks closed mostly higher in July. Growth of the U.S. economy continued at a modest pace, despite the Fed's restrictive monetary policy.

Wall Street got off to a slow start to 2Q of 2024. Stocks lagged for much of April, rebounded in May, and were choppy in June.

Stocks rebounded from a sour April, closing higher in May.

Stocks closed lower in October for the fourth consecutive month. Each of the benchmark indexes shown here lost value in October, led by...

The IRS has announced certain relief and guidance for RMDs for 2023.

According to the Department of Education, federal student loan payments will resume in October 2023.

As the race among tech companies to monetize AI picks up speed, it's worth considering how widespread adoption might affect workers.

Starting in 2023, a personal or general business tax credit of up to $7,500 is available for the purchase of new clean vehicles.