One Big Beautiful Bill Highlights
As you are likely aware, earlier this year legislation commonly known as the One Big Beautiful Bill (“OBBBA”) was enacted.
Fourth Quarter Outlook 2025
It has been said that equity bull markets often “climb a wall of worry”. That has certainly been the case
Family Financial Planning Checklist: Part 2
Understanding your cash flow is the next critical step in bringing clarity to your family’s financial lives.
Family Financial Planning Checklist: Part 1
Everyone deserves the peace of mind that comes from knowing their family is cared for.
Tom Klingman Named to Forbes Top 100 Next-Gen Wealth Advisor List
Tom Klingman Ranked #42 on the Forbes List of Top 100 Next-Gen Wealth Advisors for 2025.
Third Quarter Outlook 2025
The S&P 500 Index finished the second quarter of 2025 +11%, capping a furious +25% rally off the April 8th
Second Quarter Outlook 2025
Global trade. Tariffs. Protectionism. Concepts many of us studied in Economics 101. President Trump campaigned on increasing tariffs, but none
Recent Market Volatility
Equity markets have been particularly volatile over the past few weeks with the S&P 500 Index down nearly 10% from its all-time high reached last month.