Stocks Trade Higher on Strong Q2 Earnings & Trade Deals Monthly Market Summary The S&P 500 Index rose +2.3% in July, pushing its year-to-date return to +8.4%. Large Cap Growth stocks led with a +3.7% gain, while Large Cap Value gained +0.6%. Utilities was the top-performing sector, with the Technology, Industrials, and Energy sectors also […]
President Trump signed the One Big Beautiful Bill Act into law on July 4, introducing tax changes that could affect your retirement planning strategy. If you're nearing retirement or helping adult children with education costs, these updates may reduce your tax burden in your final working years. Executive Compensation May Get Relief Two provisions could […]
One of my favorite things to do these days is play golf with one of my kids. It’s not just about the game—it’s about the time together, the conversations between holes, and the memories made on and off the fairway. This photo was taken on the first tee at the iconic Ocean Course on Kiawah […]