July 23, 2026
11:00 AM
Join our Chief Investment Officer, Greg Estes, and Financial Planning Manager, Stephanie Anderson, as we review last quarter’s results and look ahead. We’ll cover legislation that could impact your portfolio, current market trends, and financial planning steps to help align your goals.
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How to cut your tax bill before December 31—and what happens if you wait
How to protect your portfolio amid uncertainty and what the year ahead may hold
Common mistakes when timing investments around taxes
Tax law changes to watch and what they could mean for your finances
How to assess goals objectively so you set the year up right
