Financial Market Update – Week of 8/18/2025 Presented by Marc Aarons  It’s certainly been an eventful time for the economy and stock market. Markets are hitting record highs, but inflation and policy uncertainty are tempering expectations for near-term rate cuts. Amid a busy end to the summer, below are the top takeaways from the last […]

Tariff Update: August 7th 2025 Developments Presented by Marc Aarons   You’ve probably noticed the headlines about the sweeping new tariffs that kicked in on August 7th. I wanted to break down tariffs, what’s changed, and what it could mean for our economy and everyday life. What are tariffs? Tariffs are taxes on goods imported […]

The Genius Act – Overview By Marc Aarons On July 18, 2025, the Guiding and Establishing National Innovation for U.S. Stablecoins Act of 2025, or ‘GENIUS’ Act — the first federal law focused specifically on dollar-backed stablecoins — was officially signed into law. First, what is a stablecoin? Stablecoins are a type of cryptocurrency designed to […]

Weekly update: earnings, trade deals fuel U.S. equities Presented by Marc Aarons  Last week brought earnings from some corporate juggernauts as trade deals continued to be in the spotlight. Amid these developments, now is a great time to share an overview of what happened and what may be ahead. Read on for a bite-sized summary […]

June CPI and PPI Report Release Presented by Marc Aarons   I wanted to share a quick update on the June inflation numbers — including the latest Consumer Price Index and Producer Price Index — and what they could mean for your finances moving forward. Consumer prices  In June, consumer prices rose 0.3% from May, marking the […]

One Big Beautiful Bill Act: General Overview Presented by Marc Aarons   The new tax law permanently raises the estate, gift, and generation-skipping transfer tax exemption from $10 million to $15 million per person (adjusted for inflation). This avoids the planned 2026 rollback and allows individuals to pass on more wealth tax-free. Capital Gains Brackets […]

Second Quarter Financial Market Overview 2025 Presented by Marc Aarons   After a turbulent yet resilient first six months of the year, I wanted to share an updated macroeconomic perspective and investment outlook. Overview The U.S. economy has displayed stamina in the face of persistent monetary and fiscal policy uncertainty. While the Federal Reserve projects […]

Recent Massive Data Breach – 5 Steps to Take Presented by Marc Aarons   Given the comprehensiveness of the massive data leak that was recently uncovered, I wanted to make sure you’re aware of this event and offer some helpful online security tips that I came across. Cybersecurity researchers recently uncovered a staggering 16 billion login credentials […]

Financial Market Update – Week of June 23 2025 Presented by Marc Aarons Last week brought a decision by the Fed on its key interest rate and no respite in the Israel-Iran conflict, making it an opportune time to share a quick rundown of what happened and highlight what’s ahead. Here’s a snapshot of what […]

June 2025 Financial Market Update By Marc Aarons Last month brought us surging stocks fueled in part by progress on trade with the United Kingdom and China and inflation metrics released during the month following a similar relaxing pattern as the previous month. It has been a volatile two months, with swings in both directions, making […]