Insights

Washington is abuzz over the newly passed “One Big, Beautiful Bill” Act—a sweeping House tax package that could reshape how Americans earn, save, and transfer wealth.

Markets don’t move in straight lines—and April was a vivid reminder. A resurgence of volatility rattled both stocks and bonds, with tariff tensions, lofty equity valuations, and shifting Fed expectations fueling uncertainty. Yet amid the noise, long-term fundamentals remain intact. At Journey Wealth, we believe these moments reinforce—not challenge—the value of a well-diversified portfolio grounded in your personal financial goals. From the resilience of international markets to the renewed attractiveness of fixed income, this month’s recap unpacks what’s driving market dynamics—and how thoughtful planning can help you stay on course through whatever comes next.

Traditional trusts focus on asset protection and tax efficiency—but is that enough? This article explores a modern approach to trust design that prioritizes the well-being of beneficiaries through financial education, family engagement, and personal development.