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August 2025 market update

July recap and August outlook The hot days of high summer are usually regarded as the “silly season” because, lacking important news, the media tends to look for trivial material

July was filled with tariff news, shock firings, surprise data releases, and the President feuding with the Fed and the richest man in the world.

Why even wealthy families need budgets

At its core, budgeting is about money coming in and money going out. Anyone who earns and spends money has a budget. (Similarly, anyone who eats food has a diet.)

If you earn and spend money, you have a budget. Here’s how wealthy families can use cash flow to help optimize their finances.

Inheritance? Settlement? If you’ve had a big payday: WATCH THIS

A sudden influx of money—the kind that comes from an inheritance, settlement, or similar big money event—can come with emotional strings attached.

Is grad school worth it?

For many Americans, the path to success is clearly laid out: Get good grades in school so you can go to a good college, do well in college so you

Whether you’re considering an MBA or law school, spend some time thinking about the potential return on the investment before you commit.

Get the most out of your employee benefits

When your company offers you a benefit, take it. These benefits have monetary value, and taking advantage of them can boost your overall financial health. However, many people aren’t aware

Even employees that are aware of the ever-expanding array of perks they may encounter from employers may not be taking full advantage of employee benefits.

July 2025 market update

June saw a further complication of the macro situation as U.S. military involvement in Iran was added to ongoing tariff confusion and a worsening of the economic outlook for the

U.S. military strikes on Iran combined with tariff confusion, a worsening economic outlook, and infighting within the Trump administration to generate investor uncertainty.