Tom Lee’s Fundstrat Granny Shots ETF is making waves—and not just for its quirky name inspired by NBA legend Rick Barry’s underhand free throw. This actively managed ETF is carving out a distinctive niche by blending thematic investing with rigorous financial discipline, and it’s delivering results that every investor should be watching closely. Why Granny…
Here’s an exclusive deep dive into the latest tax landscape shaping the fortunes of America’s wealthiest — straight from the corridors of Capitol Hill to your investment strategy playbook. The newly minted tax legislation, dubbed President Trump’s “big beautiful bill,” is poised to deliver significant after-tax income boosts for millionaires, while reshaping key tax provisions…
When it comes to retirement, the taxman’s bite can be surprisingly fierce—often gnawing away at the nest egg retirees have worked decades to build. While most investors understand the importance of diversifying their portfolios across stocks, bonds, and other assets, an equally critical but often overlooked strategy is tax diversification. This approach ensures your savings…
Trump’s 2017 Tax Cuts: What Investors and Advisors Must Know Now—and What’s Next The recent legislation making permanent and expanding key elements of Trump’s 2017 tax cuts is more than just a headline—it’s a game changer for investors, financial advisors, and taxpayers alike. Beyond the surface, this package reshapes the tax landscape in ways that…
Tesla’s China EV Sales: A Turning Point or Just a Pause? What Investors Need to Know Now Tesla’s electric vehicle (EV) sales in China have finally shown a modest year-over-year increase of 0.8% in June, ending an eight-month streak of declines. While this might seem like a positive sign at first glance, a deeper dive…
Europe’s Military Spending Surge: What Investors Must Know Now Europe is on the cusp of a significant shift in military spending, but the pace and scale will vary dramatically across the continent. According to forecasts from Scope Ratings, central and eastern European nations are ramping up defense budgets aggressively, driven by heightened security concerns. Meanwhile,…
The Trump Tax Cuts 2.0: A Wealth Windfall with a Geographic Twist Investors Can’t Ignore A seismic tax overhaul, championed by former President Trump and now on the brink of final House approval, promises to reshape the financial landscape for America’s wealthiest—but with a twist that savvy investors and advisors need to understand deeply. According…
Stellantis is shaking up the American auto landscape with bold moves that savvy investors and industry watchers can’t afford to overlook. Just a week after Antonio Filosa stepped in as CEO, he’s already made a strategic play by promoting Tim Kuniskis to a powerhouse role overseeing all U.S. brands, marketing, and retail strategy. This isn’t…
With the stock market flirting with record highs, the temptation to dive in headfirst is strong. But seasoned financial advisors caution against reactionary moves—because the smartest investment decisions don’t come from chasing the latest market frenzy, they come from disciplined strategy. Why Chasing the Market Is a Losing Game The S&P 500 recently hit new…
Seniors, Brace Yourselves: The “Big Beautiful” Tax Bill’s Senior Bonus—What It Means for Your Wallet and Social Security’s Future The political buzz around the Senate and House’s tax and spending proposals has centered on a promising new perk for Americans aged 65 and over: a temporary tax deduction dubbed the senior “bonus.” But beyond the…