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 […]

Major Types of Investment Vehicles Presented by Marc Aarons I know that investing can feel overwhelming. After all, each type of investment vehicle offers a unique balance of risk, reward, and flexibility, and each investor requires a different mix of each type. With that said, one of the best ways to feel empowered in your […]

Financial Market Update – Week of 05/12 Presented by Marc Aarons Last week brought trade framework progress between the U.S. and the U.K. and a Federal Reserve that seemed a bit uncertain during its policy meeting. Read on for a bite-sized summary of what you should know. Weekly Stock Index Performance For the week ending […]

GDP Shrinks in 1st Quarter – What Americans Should Know Presented by Marc Aarons You may have seen that the U.S. economy contracted at an annualized rate of 0.3% in the first quarter of 2025. Given that this is the first decline in nearly three years, I wanted to offer some helpful context and an overview of […]

Financial Market Update – Week of 04/28/2025 Presented By Marc Aarons   Last week brought strength in technology stocks via earnings and some tariff rhetoric relaxation, making it an opportune time to share an overview of what happened and what’s ahead. Read on for a bite-sized summary of what you should know. Weekly Stock Index […]