Notes: This information is for educational purposes and should not be considered financial advice. Consult with a financial advisor for personalized guidance. DISCLOSURES Visit the Investment Sector page to explore what we invest in for our clients. If you are ready to take your investments to the next level, contact us and Get Started today!

The One Big Beautiful Bill Act is shaping up to be one of the most consequential pieces of pro-growth legislation in decades. Now under active Senate review and expected to pass by July 4, 2025, the bill delivers sweeping tax reform, infrastructure spending, and targeted incentives that position American industries, and U.S. markets, for accelerated expansion.

As we reach the halfway mark of the year, June is the perfect time to hit “pause” and reflect on your financial journey. A mid-year check-in allows you to evaluate progress, make necessary adjustments, and ensure you're still on track to meet your 2025 financial goals. Whether you're saving for retirement, a home, or just trying to manage your budget better, these three actions can help realign your financial strategy.