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September 26, 2025
Had a great day at the PA Conference for Women!
I connected with so many incredible women and heard from inspiring leaders across a wide range of industries.
It was great to see multiple sessions on personal finance and wealth — a topic close to my heart. I'm fortunate to have a career helping women build, manage, and protect their wealth, and it’s meaningful to know that this work is both needed and valued.
Favorite quote of the day:
"You have to take action when you don't feel like it." – Mel Robbins
#womeninfinance #womenandwealth #femalefinancialadvisor
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
2025 Tax Reform: A Look at Key Changes for Individuals and Families
On July 4, 2025, new tax rules were signed into law under the 2025 Reconciliation Legislation known as the One Big Beautiful Bill Act (OBBBA). OBBBA introduces significant changes to the tax code that will impact how you file your 2025 tax returns—and returns for years to come.
2025 Tax Reform: A Look at Key Changes for Businesses
On July 4, 2025, new tax rules were signed into law under the 2025 Reconciliation Legislation known as the One Big Beautiful Bill Act (OBBBA). OBBBA introduced significant changes to the tax code that may impact taxes for you or your business. How will you prepare?
September Investment Perspectives
In this issue, we explore the possibilities for European equities, inflation dynamics, and September’s cautionary market tone.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
