Thought Leadership By Our Team

If you use your cell phone regularly, chances are you’ve received a text from an unknown number. Unfortunately, fraudulent text messages or “smishing” scams are becoming increasingly common.

A guide to key planning actions to complete before year-end to help optimize your financial, tax, and estate outcomes.

If you’ve changed jobs over the years, you may have a 401(k) account or even a pension plan still held with a former employer. It’s more common than you might think.

The good news is that each new tax bill continues to bring greater flexibility and enhancements to 529 plans. Recent legislative changes have expanded the definition of qualified education expenses. Offering families more options for how they use these tax-advantages accounts. For elementary and secondary education, eligible expenses now include not only tuition, but also curriculum and instructional materials (such as books or online courses), tutoring by licensed or expert instructors, dual‑enrollment fees, standardized test (e.g. SAT/ACT) fees, and educational therapies for students with disabilities. These changes make 529 plans more versatile than ever for meeting a wide range of educational needs.

The "One Big Beautiful Bill Act" (OBBBA or OBBB) is a significant piece of U.S. federal legislation, signed into law by President Donald Trump on July 4, 2025. The OBBBA is designed to provide substantial tax cuts, primarily by making permanent many provisions of the 2017 Tax Cuts and Jobs Act (TCJA) that were set to expire at the end of 2025.

Financial markets staged a rapid recovery from the tariff-led market correction in April. The S&P 500 low for the year occurred on April 8th when the index closed at 4,983, down 19% from its all-time high in early February. From that low to the end of the second quarter, the S&P staged a quick recovery, rising nearly 25%, on the heels of tariff delays and constructive economic reports.

We’ve curated a list of our favorite books for the 2025 season, perfect for reading on the beach, the porch, or anywhere the season takes you. We hope you discover something special—for yourself or as a thoughtful gift for a fellow book lover.

You may be considering downsizing your home for a variety of reasons. Maybe you're now an "empty nester" and the space feels too large. Perhaps a significant portion of your equity is tied up in your home, and you'd like to access it to support your retirement lifestyle.

With so many credit cards out there, finding the right one can feel overwhelming. The best card for you depends on your lifestyle, spending habits, and credit profile. There’s no one-size-fits-all solution — but some cards will fit your needs better than others.

With a new year comes a new format for our quarterly market discussions. We value your time and want to make the market information we present more concise and easier to read. To that end, we are doing away with the multi-page version of two reports (last year’s review and this year’s outlook). We’re combining those pieces and making them easier to follow with more bullet points summaries and illustrative graphics. We hope you enjoy the format.

In October 2024, we hosted The G2 Webinar: Financial Building Blocks for Young Professionals. The event was very well attended and sparked some great questions from our audience. We recognize, however, that some of our valued clients and their adult children were unable to attend. We have summarized some key takeaways and actionable tips discussed during the webinar.

2025 Important Numbers

The winter holidays are right around the corner and we are excited to share our highly anticipated Holiday Gift List for 2024.