Perspectives

The Tax Cuts and Jobs Act (TCJA) of 2017 significantly changed the U.S. tax code, impacting individuals and businesses. As we approach the potential sunset of many provisions at the end of 2025, [...]

Jumping on the latest trend may seem like a great idea in the moment, but will it set you up for the future you desire? Partner and Chief Investment Officer John Ingram shared his thoughts on [...]

Economic Data: Getting Cooler Despite the recent heat wave roiling the U.S., this month also brought data supporting the Fed’s soft landing narrative. May’s CPI was cooler than expected, [...]