IRS Issues Initial Guidance on Trump Accounts

Published on December 17, 2025

Notice 2025-68 provides some parameters with respect to their establishment, operation and reporting requirements.

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The US Housing Market Will Get a Bit More Affordable in 2026

December 17, 2025
Aspiring homebuyers should find the US housing market slightly more affordable in 2026, even without the benefit of lower mortgage rates.

Are Small-Caps Worth a Steak Dinner?

December 17, 2025
Coming into 2025, amid a debate about concentration and lofty valuations in the largest of large-cap stocks, as well as concerns about macro uncertainty and economic conditions, we collectively called for diversification. That diversification, among other things, singled out the opportunity in small-caps.