On July 4th, President Trump signed the “One Big Beautiful Bill Act” into law, enacting sweeping legislation that makes changes to everything from the debt ceiling to Medicaid to immigration to taxes. This new law is one of the most fiercely debated in recent memory, as politicians on both sides of the aisle argue about what it will mean for the economy, our national debt, and more. It also has many of our clients asking what it all means for them.

When major geopolitical events occur, we can count on three things occurring. First, there will be headlines. Sometimes positive, sometimes negative, but nearly always sensational. Second, there will be a reaction in the markets. Sometimes positive, sometimes negative, but nearly always sharp. And third, our inboxes will light up with emails from clients, friends, and family who understandably want to know what it all means — and what they should do about it.

In this webinar, we explore the foundational principles of financial literacy and the mindset shifts essential for long-term success. From practical strategies to professional insights, this webinar offers a dynamic discussion on how individuals—especially younger generations—can build a strong financial future.

In this webinar, we delve into the complexities of tariffs and their profound impact on the economy and investment landscape. From recent political developments to the motivations behind tariff policies, we attempt to provide a comprehensive analysis of how tariffs can influence domestic production, trade deficits, and market volatility.

A lot has happened, economically speaking, in the last week. If you didn’t see Wednesday’s news about President Trump enacting sweeping tariffs, you’ve likely seen headlines about the markets’ response to it. As of the close on Friday that response has been decisively negative.

“What should we do about tariffs?” It’s a question we’ve heard a lot lately, often with a note of fear in the voice of whoever is asking it. In this message, we want to answer that question. We also want to talk a little about fear, how we as humans handle it…and how we as investors can benefit from it.