As wealth managers, one of our primary goals is to stay apprised of changes that could affect our clients in the areas of retirement, tax, estate, investment, and preservation planning. While there was much packed into this act, we feel the following key items within the OBBB act are applicable to a large group of our investors and savers.

While the final quarter wasn’t as strong as the first three, the year still delivered positive returns, new market highs, and an optimistic

The last quarter of the year can be a rewarding one, but it also can be a challenging one. Being aware and concerned about your financial...