Taxes

By Brian Andrew, CFA®, Chief Investment Officer Market Update: Geopolitical Risk and Asset‑Class Reactions The recent military escalation involving Iran has understandably raised concerns among investors. While the human consequences of conflict are always paramount, markets tend to respond quickly by repricing risk, particularly where energy supply and inflation are involved. Below is a snapshot…

By Brian Andrew, CFA®, Chief Investment Officer Friday, the 20th of February, the Supreme Court ruled that the tariff infrastructure put in place in 2025 using the International Emergency Economic Powers Act (IEEPA) rules was invalid. Because the Court’s ruling only blocked this one method of levying tariffs, the tariff infrastructure in place will not…

By Joe Cilley, CFP® | Vice President of Financial Planning, Partner, Merit Financial Advisors Tax season naturally pulls us into the past. We look at last year’s income, expenses, and forms. But the most productive tax conversations don’t stop there. They use what just happened to shape what comes next. When I sit down with…

By Robyn Jameson, CFP®, CLTC, Managing Director, Partner, Wealth Manager Every January, I hear some version of the same question from clients: “What should we be doing differently with our finances this year?” Each year, my answer is the same. It’s not about chasing the next strategy or reacting to that day’s headline. It’s about…

By Steven A. Henderson, CPA, PFS, CFP®, CKA®; Regional Director and Partner, and Jana Ramsey-Weaver, CPA, Wealth Manager at Merit Financial Advisors When Congress passed the One Big Beautiful Bill (OBBB) earlier this year, headlines focused on which tax provisions would last, and which would eventually sunset. Yet beyond the headlines, the real question is…