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July 2025

One Big Beautiful Bill: Its Tax Impacts and You

Big changes are coming to the tax code with the newly signed One Big Beautiful Bill Act. With lower tax rates, a boosted standard deduction, new charitable write-off, and more, this law opens up fresh tax planning opportunities.
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investing

Passive vs. Active Investment Management: How to Invest for the Long Term

Wondering whether active or passive investing is right for you? Jason breaks down the pros and cons of each approach, helping you understand how to align your investment strategy with your financial goals. Learn the key differences, long-term considerations, and why sometimes slow and steady really does win the race.
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