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Certain policies have been laid out by the incoming administration that we can expect, but ahead lay serious problems that no one knows how to solve. Investors should be prepared.
Advisor TalkingPoints: After an election, clients always have questions about what is coming next. Prepare for those conversations with our monthly review focusing on the economy, the labor market, the strong housing market, earnings and more.
Chart Talk: Last week, despite ongoing uncertainty, the stock market saw its biggest election week rally in decades. For comparison, this chart shows S&P 500 performance in election weeks since 1928.
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Savvy Tax Planning School for Financial Advisors
With Debra Taylor, CPA/PFS, JD, CDFA
July 31, August 7, 14, and 21, 2025
AI Marketing for Advisors
Begins October 23, 2025