News and Commentary

Recent Updates

Stay up-to-date and in-the know about every aspect of your financial picture.

August 06, 2025

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The One Big Beautiful Bill Act: How It May Impact You

The One Big Beautiful Bill Act was signed into law by President Trump on July 4, 2025. Here’s how it differs from existing tax laws—and how it may impact you.

July 01, 2025

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Outlook 2025: Mid-Year Update

Our Investment Strategy Group outlines their expectations for the economy in the second half of 2025, as well as possible scenarios for the equity and fixed-income markets.

June 04, 2025

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Financial Planning: Bringing Stability—and Possibility—to Your Life

Financial planning isn’t just about retirement or saving for the future, it can also be about accomplishing your lifestyle goals—like world travel or a buying a second home.

Research & Insights

Access our latest research and insights covering market news, financial planning topics, and more.

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The Braddock Blog

The Braddock Blog

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Marriage, Divorce, and Financial Planning: Building and Protecting Your Financial Future

Marriage is not just a union of hearts. It is also a merger of finances, responsibilities, and legal commitments. When that union ends, whether amicably or not, the financial consequences can be significant. Preparing for these transitions with a clear financial strategy is one of the most empowering steps you can take.

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Planning Strategies for Remaining 529 Balances

If you saved more for college than you needed, here’s how to make the most of the leftover funds.