Highlights from Our Q1 Market Update Lunch

By: Richard Saxon

Richard Saxon is President and Wealth Advisor at Saxon Financial Group, which became a fully independent RIA in 2021. With experience since 1983 and previous affiliations with Smith Barney, Merrill Lynch, and Raymond James, Richard specializes in investment management and asset allocation, creating simplified platforms for families with complex financial needs.

April 29, 2026

On March 19^th, we hosted our 1st Quarter Market Update Lunch and were joined by Amanda Stolz and Christie Hill from Seidel Schroeder, who walked us through The One Big Beautiful Bill Act and what it could mean for our clients’ taxes and planning.

The presentation highlighted what is new, what is modified, what stays the same, and what is discontinued under the Act, including new below‑the‑line deductions (such as the “Senior Bonus,” overtime pay, and auto loan interest), changes to charitable contribution rules, expanded education and savings opportunities (like Trump Accounts and enhanced 529 uses), updates to business incentives (bonus and section 179 depreciation, Qualified Opportunity Zones), as well as the accelerated sunset of several clean energy and vehicle credits.

In the Community - Q1 Market Report Lunch Event — Q1 Market Report Lunch Event – Amanda Stolz and Christie Hill from Seidel Schroeder

We’d like to thank Amanda and Christie for sharing their insight on such an important topic for our clients. We love the opportunity to host events like this, connect in person, and help keep our clients informed on key legislative changes that may impact their financial plans.

Thank you to everyone who was able to join us!

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Highlights from Our Q1 Market Update Lunch

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