Thoughts

The following articles are for educational purposes only. Periodically, I will share my thoughts on market developments.

The One Big Beautiful Bill and You Thumbnail

September 9, 2025

The One Big Beautiful Bill and You

Explore how the One Big Beautiful Bill may affect taxes, deductions, and credits now and in the years ahead.

August 2025 Index Investment Return Dashboard Thumbnail

August 30, 2025

August 2025 Index Investment Return Dashboard

Buying a Home Thumbnail

August 12, 2025

Buying a Home

A look at what you need to think about when buying a home.

July 2025 Index Investment Return Dashboard Thumbnail

July 2025 Index Investment Return Dashboard

Making Sense of HSAs and FSAs Thumbnail

Making Sense of HSAs and FSAs

How HSAs and FSAs might help your household.

June 2025 Index Investment Return Dashboard Thumbnail

June 2025 Index Investment Return Dashboard