803.366.8371
  • Customer Portal
    • Client Logins
    • Get Support
    • Customer Forms
    • Track Your Refund
  • Blog
  • FAQ
  • About
    • Our Team
    • BNA Riverwalk
    • Careers
    • Scholars
  • Services
    • CPA
      • Tax
      • Advising
      • Giving
      • Industries
    • Wealth
      • Investment
      • Retirement
      • Insurance
      • Estate
      • Education
    • Institutional Wealth
  • Technology
    • Gusto
    • Xero
    • WealthRabbit
  • Pricing
  • Current Clients
    • Client Logins
    • Customer Forms
    • Get Support
    • Track Your Refund
  • Request A Meeting
  • Blog
  • Customer Forms
  • Tracking Refunds
  • FAQ

Category: Market Update

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 […]

Read More
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 […]

Read More
Categories
  • BNA CPAs
  • BNA Wealth
  • Business
  • Company
  • Consulting
  • Customer Experience
  • Customer Spotlight
  • Employee Spotlight
  • Giving
  • Management
  • Market Update
  • Tax
  • Tax Updates
  • Team Outing
  • Technology
Company
  • About
  • Services
  • Industries
  • Technology
  • Blog
  • BNA Cowork
  • Careers
  • Privacy Policy
Broker Check Client Relationship Summary
Get In Touch

CPA  803.366.8371

Wealth  803.324.7100

Contact

596 Herrons Ferry Rd
5th Floor
Rock Hill, SC 29730
Driving Directions

Blog

Why Giving Stock Instead of Cash Could Be a Smart Tax Strategy

Keep Reading