July 20, 2025 • 25 mins
First, Keith and David look at recent news involving clients of a well known wire house investment firm who were awarded a settlement for promises of an investment that weren't fulfilled, and they break down why they weren't fulfilled and what clients of similar firms should know about what they have invested with them. Then they look at tax law changes for the upcoming year thanks to the Big Beautiful Bill becoming law, especially as it involves changes in deductions and who can benefit from itemizing or not itemizing.
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