The United States tax system is poised for significant changes as key provisions of the 2017 Tax Cuts and Jobs Act (TCJA) near their expiration dates. This landmark legislation substantially altered the tax code for both individuals and businesses. However, upcoming TCJA expirations could usher in a new era of increased tax liabilities for many Americans.

As 2024 shapes up to be a pivotal election year, many investors are concerned about the outcome of the U.S. Presidential Election and its potential impact on the stock market. With President Joe Biden and former President Donald Trump emerging as the likely frontrunners, we may be heading for a repeat of the 2020 election.

While the full impact of AI is still unfolding, its influence on financial markets in the coming years is undeniable. Amid these rapid changes, a well-balanced portfolio tailored to your personal financial goals, risk tolerance, and investment horizon is more important than ever.

Spring cleaning isn't just for your home—it's also an opportune time to organize your finances. As you clear out clutter and dust in your living spaces, consider doing the same for your personal finances.

As we transition into the second half of the year, now is the perfect time to take a step back and assess your financial health. A mid-year financial review allows you to celebrate your progress, identify areas needing improvement, and adjust your financial plan accordingly. It also gives you a chance to consider external factors that might affect your finances, such as economic conditions, changes in tax laws, or shifts in interest rates.

As the economy starts to slow down and inflation eases, the spotlight is on the Federal Reserve once more. After a period of significant interest rate hikes, there's a growing expectation of a change in monetary policy, which could impact consumers, savers, and investors.