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What the “One Big Beautiful Bill” Means for Investors

Jul 9, 2025 | Business Owner Planning, Estate Planning, Financial Planning, Investing, Investment Planning, Markets, Retirement Income Planning, Tax Planning

After months of negotiations, a new tax and spending bill was approved by Congress and signed into law by President Trump on July 4. This new budget is far-reaching, including making many parts of the Tax Cuts and Jobs Act permanent, raising state and local tax...

Estate Planning: Important Considerations Amid Political Uncertainty

Jun 6, 2025 | Estate Planning, Tax Planning

After a lifetime of working hard, saving diligently, and investing wisely, one of the key considerations is how to pass these assets to future generations. This is where estate planning comes in. While many investors rightly start by focusing on portfolio allocation...

Recent Posts

  • The Role of Social Security in Financial Planning
  • Bitcoin, Copper, Gold, and Silver: A Portfolio Perspective
  • What the “One Big Beautiful Bill” Means for Investors
  • Quarterly Market Update for Q2 2025: Tariffs, Geopolitics, and All-Time Highs
  • How a Weakening Dollar Affects Long-Term Investors
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(760) 758-3702 | info@vantedgewealth.com | LinkedIn

The Financial Advisors at Vantedge Wealth Management are registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Vantedge Wealth Management, a registered investment advisor. Integrated Financial Partners and Vantedge Wealth Management are separate entities from LPL financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, ME, MA, NY, OH, OR, TN, TX, WA.

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