WestEnd Capital’s 2025 Tax Guide breaks down key updates in the One Big Beautiful Bill Act, covering deductions, credits, retirement rules, small business incentives, and more. Our guide puts these complex changes into a clear, easy-to-reference format.

The April 2 “Liberation Day” tariff announcement sent stocks into a severe volatility patch. We maintained our cash allocation but started buying selectively.

Rising economic and trade policy uncertainty – driven by the on-again, off-again, on-again nature of tariff pronouncements – has corresponded with rising market volatility. Given the uncertainty is not likely to fade soon, we’ve raised 25% cash in portfolios.