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Q3 2025 Earnings Takeaway: AI-Driven Transformation
Recent earnings calls from leading companies reveal a seismic shift: AI-powered automation is revolutionizing operations, boosting...
Ryan Guttridge, CFA
Oct 4


Tax and Spending Bill Signed into Law
President Trump signed into law the One Big Beautiful Bill Act (OBBBA) on July 4, 2025, after months of deliberation in the House and...
Valerie Flores, CPA•CFP®•EA
Jul 29


2025 2nd Quarter Market Recap
Domestic and global equities have surged after a very rough March and early April. The S&P 500 (SPY) is currently up more than 10% in Q2,...
Thomas Schorn, CPA•CFP®
Jun 29
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