July 2025

The First Line of Defense to Avoid Experiencing a Scam: Preparation 

The First Line of Defense to Avoid Experiencing a Scam: Preparation The First Line of Defense to Avoid Experiencing a Scam: Preparation Scammers are getting smarter—and bolder. And unfortunately, Latino communities are being targeted at higher rates than ever before. From impersonating grandchildren in distress to manipulating trust through phone and online scams, bad actors […]

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What the ‘One Big, Beautiful Bill’ Means for You and Your Wealth Strategy

Client Login What the ‘One Big, Beautiful Bill’ Means for You and Your Wealth Strategy The recently passed One Big, Beautiful Bill Act (OBBBA)—a sweeping federal tax reform signed into law in July 2025—is being hailed as one of the most consequential pieces of tax legislation since the 2017 Tax Cuts and Jobs Act (TCJA). 

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