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Category: New

Articles
Peter Locke

Child Tax Credit Increased

Families with children will see some important changes to the Child Tax Credit starting in 2025. Here’s what you need to know: A Bigger Credit in 2025 The Child Tax Credit was set to shrink from $2,000 per child down

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Articles
Peter Locke

Repeal of Clean Energy Tax Credits

The “Big Beautiful Bill” (OBBBA) rolls back several clean energy tax credits originally created under the Inflation Reduction Act of 2022. These changes could directly affect individuals and families planning to invest in electric vehicles, home energy efficiency, or renewable

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Articles
Peter Locke

Qualified Opportunity Zones Extended

The “Big Beautiful Bill” (OBBBA) reshaped the Qualified Opportunity Zone (QOZ) program, a tax incentive first introduced in 2017 to encourage investment in designated low-income communities. While the original program was set to expire in 2026, OBBBA created a more

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New
Kevin Taylor

What Bees Can Teach Us About Building a Financial Firm

By Kevin Taylor, Certified Investment Management Analyst (CIMA®) and Accidental Pollinator Advocate Most investment analysts spend their weekends deep in spreadsheets or debating macro trends over coffee. And sure, I love a good yield curve as much as the next

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