Author Archive
Aug
04
BNA Wealth: Monthly Market Update – Period Ending July 31, 2025
The Rate Awakening: Jerome Strikes Back Joe Zarzycki CIMA® Managing Director – Institutional Wealth The Federal Reserve made it clear that rate cuts are not part of its summer vacation plans. Here’s your lighthearted, yet informed breakdown of what happened and what’s next. Markets stayed in rally mode through July, except the Dow Jones, which […]
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Jul
23
BNA Wealth: Monthly Market Update – As of June 30, 2025
Stocks soar, but risks linger Joe Zarzycki CIMA® Managing Director – Institutional Wealth After a bumpy start to the year, markets made a powerful comeback in the second quarter of 2025. Stocks surged, inflation cooled slightly, and the economy showed signs of resilience—despite ongoing concerns around trade policy and interest rates. Here’s what you need […]
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Jul
16
Tax Update : What BNA CPAs Want You to Know About the “Big Beautiful Bill”
The recently passed “One Big Beautiful Bill” marks a significant update to the U.S. tax code—building on the 2017 Trump tax cuts and introducing new opportunities for individuals, families, and business owners alike. At BNA CPA & Advisors, we’ve been reviewing the bill closely to understand its full impact. Below, Jason Ackerman, CPA, CFP®, CGMA, […]
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Jul
10
Meet Adam Ackerman: President of BNA Wealth
We’re excited to introduce Adam Ackerman, CFP®, President of BNA Wealth and a Certified Financial Planner (CFP®). Adam has been an integral part of BNA since he joined the firm in 2016, bringing expertise in financial planning and a passion for building lasting client relationships. Professional Background Adam earned his bachelor’s degree in Marketing from […]
