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Rapid Response: Ramifications of the “One Big Beautiful Bill”

President Trump’s new bill introduces sweeping tax and spending changes. Read about implications — from tax cuts to estate planning and market risks.

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The Great Transfer

&Partners cofounder Kristi Mitchem explains why experts are calling the upcoming $84 trillion “Great Transfer” the most consequential wealth shift in history — and what you can do to prepare.

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Prism: 2025 Midyear Outlook

It’s a time for quality. Our midyear market commentary explains why we recommend high-quality investments to help manage turbulent markets and an unclear outlook.

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The Alternatives Opportunity

Alternative investments can play a valuable role in diversifying your investment portfolio. We break down what they are and why now might be a good time to consider them.

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2025 Tax Considerations

Explore how 2025 tax changes could impact retirement plans and accounts as well as, HSAs, Social Security and gifting.

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Prism: 2025 Year-Ahead Outlook

Preparing portfolios for the unpredictable includes exploring alternatives other ways to help enhance your diversification.

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&PARTNERS^SM is the enterprise trade/marketing name for Ampersand Partners LLC, a Delaware limited liability holding company, and its subsidiary, &Partners LLC, a Tennessee limited liability company. Securities and advisory services offered through &Partners, LLC, member FINRA, SIPC. Please see FINRA’s BrokerCheck for information on our firm and representatives as well as these important disclosures.