Newsletters

• REITs Offer Income and Diversification

  Most broad stock funds contain real estate investment trusts (REITs), but for a more strategic approach, investors can choose from a variety of REIT funds and individual REITs.

• Understanding the “No Tax on Tips” Deduction

  In 2025, the One Big Beautiful Bill Act established a temporary federal tax deduction to help reduce the tax liability of certain tipped workers.

• HSAs: A Triple-Tax Perk with Short- and Long-Term Benefits

  Health savings accounts help manage short- and long-term health-care costs, while offering significant tax advantages.

• HOT TOPIC: The Iran War, the Economy, and Your Portfolio

  This article looks at the economic impact of the war with Iran, including rising oil and gas prices and the potential effects on inflation, investments, and the broader economy.