Investment Security Group

Major policy changes are now law.

The One Big Beautiful Bill Act (OBBBA), signed on July 4, introduces significant reforms to tax policy, healthcare, retirement planning, and energy regulation.

We’ve distilled the 870-page legislation into a concise, high-level summary to help you understand the key provisions that may impact your financial strategy.

Read the full blog here: https://investsg.com/blogs/insights/the-big-beautiful-bill-summarized

The economy and markets are showing continued strength in the face of policy uncertainty around tariffs as seen through the latest inflation, jobs, and GDP data. Take a look at the numbers and our commentary in this week's market note.

https://investsg.com/blogs/insights/market-note-with-stephanie-link-strength-through-uncertainty

We are thrilled to share some exciting news with you today - we have recently welcomed a wonderful addition to our team at Investment Security Group! Please join us in extending a warm welcome to our new Senior Advisor, Ben Sawyer, who brings 25+ years of meaningful knowledge in the financial services industry.

Ben has spent the last 15 years of his career in Denver working at large bank trust companies serving high net worth and ultra-high net worth individuals. His experience working with this highly affluent cohort in private wealth will be impactful and add to the comprehensive guidance we provide to our diverse clientele.

Ben understands the importance of financial planning and starts every conversation with clients looking to understand their goals and objectives. This mindset aligns perfectly with our framework at ISG where we place the client’s goals at the center of everything we do. His knowledge and skills will be a valuable addition to the ISG investment committee as we navigate the ever-changing financial landscape to make well-informed investment decisions.

We believe that Ben will play an instrumental role in enhancing the wealth management services we offer, enabling us to better serve your unique financial needs and aspirations. ISG continues to evolve through over three decades of being in business, so adding talent and capacity allows us to grow our team and ensures our commitment to our clients for many more years to come. If you have family members or friends that you feel could benefit from our services, please let us know as we would welcome a conversation with them.

Here is a quick recap and summary of the economic conditions from January with insight into the stock and bond markets, and what was driving performance. Reach out to us with any questions.

The January ‘25 Sharpe Report: THE AI RACE HEATS UP Download PDF version HERE ECONOMY The U.S. economy continued its hot streak in January. The month began with December’s nonfarm payroll report, which well exceeded expectations at 256K versus estimates of 165K. The unemployment rate ticked down to 4.1% and hourly earnings remained elevated, growin...

Despite near term uncertainty and potential headwinds, the market and economy remain resilient. Check out the latest market note from our Chief Investment Strategist.

Market Note with Stephanie Link: Uncertainties Are No Match for the Market View PDF version HERE 1. So, Soft Landing It Is. Friday’s non-farm payroll report justified our view that the U.S. economy is in a soft landing. September’s jobs report showed payrolls rose 254K in the month, well above estimates of 142.5K. The highest headline reading since March also brought h...

As we approach the election later this year, keep in mind that whatever your political views; as an investor it’s important to stay disciplined, keep a long-term view and invest according to your goals, not political cycles. This paper provides four takeaways on investing in election years.

Please reach out with any questions.

THE WINNING STRATEGY: STAYING INVESTED THROUGH ELECTION YEARS Leave Your Political Opinions at the Polls Many people often feel uneasy about investing during election years. Soundbites from debates and polls fill the airwaves making it difficult to decipher what may or may not impact the markets. This uncertainty tends to drive heightened emotions and biases f...