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One planning insight. Two charts that caught our eye. Helping you stay the course in under three minutes. Planning Insight | July 2026 The Tax Law Turned One, Now It Shows Up on Your Return. One year ago this month, the One Big Beautiful Bill Act was signed into law on the Fourth of July. It dominated headlines for a news cycle, generated a thousand hot takes, and then mostly faded into the background. Here is the thing about that law, though: 2025 was when it was signed. 2026 is when much of...
One planning insight. Two charts that caught our eye. Helping you stay the course in under three minutes. Planning Insight | June 2026 The Most Hyped IPOs in History Are Coming. Should You Bite? It is not often that Wall Street rolls out a blockbuster IPO. This year it is rolling out three at once. SpaceX, Anthropic, and OpenAI are all racing toward the public markets, and any one of them could land among the biggest debuts the market has ever seen. SpaceX alone is reportedly chasing a...
One planning insight. Two charts that caught our eye. Helping you stay the course in under three minutes. Planning Insight | May 2026 Got a Surprise Tax Bill in April? May Is When to Fix It. Plenty of filers walked away from this tax season with a balance due bigger than expected. Strong 2025 market returns drove a wave of mutual fund capital gain distributions, RSU vests cleared at withholding rates that did not match marginal brackets, and bonus and side income outpaced what default W-4...