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9/23/2025 - How Will the Big Beautiful Bill Act Change Estate-Planning Strategies? For 100 Years, September Has Been the Worst Month. Are You Hedging Your Portfolios?
Phil, Mike, and Larry talk about how the One Big Beautiful Bill Act will change the way practitioners use estate-planning strategies. They then discuss the stock market hitting all-time highs, September being the worst performing month, on average, going back nearly a century, and whether Focused Wealth Management is hedging client portfolios.
Submit your questions to [email protected]
As always, if you have any questions at any time, please feel free to call your adviser directly at (845) 691-4035.
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By Focused Wealth ManagementPhil, Mike, and Larry talk about how the One Big Beautiful Bill Act will change the way practitioners use estate-planning strategies. They then discuss the stock market hitting all-time highs, September being the worst performing month, on average, going back nearly a century, and whether Focused Wealth Management is hedging client portfolios.
Submit your questions to [email protected]
As always, if you have any questions at any time, please feel free to call your adviser directly at (845) 691-4035.