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How Will the One, Big, Beautiful Tax Bill Impact Markets?

One of the opportunities we highlighted early in the year in our 2025 Outlook was a big tax bill that boosted corporate profits, similar to 2017. We never believed it would be as large as the 2017 tax bill’s boost on profits—after all, you can only cut the corporate tax rate from 35% to 21% …

I Wrecked My Bike and It Wrecked Me, in the Best Way Possible

An accident and unwanted surgery released me from my own personal prison of unrealistic expectations. February 1, 2025, was a beautiful Saturday. I read in Christian Business Almanac that it was Bike to Work Month. Knowing I would soon be moving far from the office, I thought, “What a great …

4 Tips for Navigating Uncharted Financial Waters

Whether you’re an experienced investor or new to the market, 2025 has brought an unprecedented degree of simultaneous market momentum and uncertainty. The first half of the year saw both sharp market swings and heightened volatility, leaving many investors feeling like they’re navigating un …

Midyear Market Outlook 2025 Webinar : Uncharted Waters

The economy has weathered volatility and uncertainty to start 2025, with the ongoing bull market continuing its run and the labor market staying strong. But plenty of headwinds remain as we head into the second half of the year. 

Midyear Market Outlook 2025

The economy has weathered volatility and uncertainty to start 2025, with the ongoing bull market continuing its run and the labor market staying strong. But plenty of headwinds remain as we head into the second half of the year.  Download the worksheet to get started.

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