Navigating the Future of Social Security and Medicare: What You Need to Know Now
What’s Really Happening with Social Security and Medicare?
According to the 2025 Social Security Trustees Report, the Old-Age and Survivors Insurance (OASI) Trust Fund and the Disability Insurance (DI) Trust Fund combined can pay 100% of scheduled benefits until about 2034.
(more…)Read MoreHow Are You Affected By the New Tax Bill?
A Breakdown of What’s Changing—and What It Means for You
The One Big Beautiful Bill Act (OBBBA) has officially passed, locking in many provisions from the Tax Cuts and Jobs Act (TCJA) while introducing new deductions and phasing out others. Here is what you need to know—and how it could impact your finances in 2025 and beyond. Actions you might want to consider are in the “Planning Tip” sections below.
READ MORERead MoreWESCAP Q2 2025 Quarterly Commentary: Resilient Markets, Shifting Risks, and What Lies Ahead
In April, harsh U.S. tariff announcements disrupted global stock, bond, and commodity markets due to fears of inflation and recession. However, as we noted in early April, this was largely a negotiating tactic, and most proposed punitive tariffs were delayed or softened.
Read MoreRead MoreHow Scammers Are Stealing Billions—And How to Stop Them
There has been an alarming rise of sophisticated online scams, as highlighted in a recent article from The Economist, which we’ve attached here. Here are some of the key takeaways:
(more…)Read MoreU.S. Announced Tariffs and Investment Implications
The last 6 weeks of the first quarter 2025 were characterized by increased economic and investment uncertainty, much of it due to lack of clarity regarding U.S. tariff policy and resulting concerns about short-term detrimental inflation and growth.
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