
IFS Insights – March
Market Outlook and Global Events
Frequently Asked Questions
Dear Friends,
We hope this finds you well and enjoying our beautiful summer season. We have attached links to a quarterly market update and a brief overview of the recent tax legislation that was passed. Additionally, since several team members will be taking sabbaticals soon (beginning with Keith later this month), we’ve also included a link to an article that details the purpose, value, and importance of sabbaticals. Ever since Dave took his first sabbatical about 6 years ago, we have made this a priority for all of our team members at IFS. More than just enjoying an extended vacation, this is a focused pause where we read, strategize with a personal coach, and take time for intentional reflection and self-care. The hoped-for outcome is that we emerge from the sabbatical refreshed and able to continue doing the work we love with a greater degree of wisdom, peace, and sustainability. Rest assured that if you ever reach out to one of us and discover that we’re out of the office, you can always contact anyone else on the IFS Team, and we will make sure you are well taken care of.
And whether you are already retired or still working, we would encourage you to start planning a sabbatical asap!
The IFS Team
June was another strong month for the stock market, thanks to a mix of solid company profits, easing inflation, and signs that the economy is still in decent shape. Most large companies in the S&P 500 beat expectations for their first quarter earnings, and many shared slightly more optimistic forecasts for the months ahead. That gave investors confidence that businesses can keep making money even as overall growth slows a bit.
Click below to read more.
On July 3, 2025, Congress passed and on July 4th the President signed into law the “One Big Beautiful Bill Act” (OBBBA), a sweeping fiscal package aimed at tax reform, business incentives, and federal budget adjustments. While broad in scope, the bill contains several provisions that could have material implications for public equity markets. Here are five of the most financially significant changes for investors and potential actions to consider in response.
Click below to read more
Have You Ever Wanted To Take A Sabbatical? Have you ever wondered what a sabbatical was? Do you know people who have taken sabbaticals What exactly is the point?
Click below to read more.

Market Outlook and Global Events
Frequently Asked Questions

Global Market Commentary
It’s time to have “The Talk.”
What’s Happening – Local Things to Do

Global Market Commentary
How To Recognize and Avoid Phishing Scams
What the U.S. Government Shutdown Could Mean for Investors
What’s Happening – Local Things to Do

Market review
Five Key Impacts of the One Big Beautiful Bill Act
Sabbaticals and why to take one
What’s happening