Chase & David dive into the economy's "situationship"— you know, that awkward phase where nothing's dramatically changing, but there are definitely some moves happening that could matter depending on your specific situation. In this midsummer update, we break down the latest tax law changes and explore how they might (or might not) affect you, depending on where you sit.
From marginal tax adjustments to child tax credits, SALT deductions to tariff timing, we're covering the legislative shifts that aren't making headlines but could still move the needle for your financial planning. We also dive into a market update and the slow burn from what's essentially a $350 billion tariff tax hike. Enjoy!
(3:20) It's all in the margin
(8:50) CTC & 529's
(11:40) SALT & depreciation changes
(13:55) Health insurance downsides
(18:50) Tariff timing & price changes
(26:30) American Manufacturing?
(30:25) Making sense of the recent market move
Nothing we say here is investment advice – we don't know your personal situation, your goals, or any other variables that we use to create a unique financial and investment plan for you and your family. We're here just chatting and of course you're welcome to reach out to anyone at Doxa Capital if you are interested in a plan that complies with your financial situation. The views expressed are that of Chase and David and should not be held as representations of their respective firms.
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