Our Family’s Quest to Stay Healthy

Mark Finney, CFP^®, CRPC^®, AIF^®| Partner, McCarthy & Cox

We had a life changing event in 2016 when our daughter was diagnosed with multiple food allergies at the age of 8 months. This started a long, challenging journey we had to embark on to ensure we did everything in our power to keep her safe, happy, and healthy. The silver lining of this complete lifestyle adjustment was that we learned the shocking truth of what is really in the food we had been used to eating and we found simple ways to dramatically improve our overall health.

Continue reading here.

What You May Have Missed

The Big Beautiful Bill: What it Means For Your Portfolio WEBINAR

Our webinar, “The One Big Beautiful Bill: What It Means for Taxes, Policy, and Planning,” hosted in partnership with Janus Henderson was presented in July.

If you were unable to attend, want to revisit any of the content, or share it with others, the webinar is now available on YouTube can be found here: https://youtu.be/ephj7F1G_8c

Key points of the webinar and the BBB can be found here in PDF form for quick reading.

If you have any questions about how the BBB could affect your financial plan—or if you'd simply like to discuss it further—we're here to help. Feel free to reach out to schedule a time to talk.

Record-breaking generosity - Fore a great cause!

Wow — what an incredible day!

Thanks to your generosity and support, the 13th Annual McCarthy & Cox Charity Golf Outing raised a record-breaking $40,240 for The Elizaveta Fund and McCarthy & Cox Cares.

We couldn’t have done it without you. Whether you sponsored, played, donated, or cheered us on from the sidelines (or did all three), you helped make a real difference for families in our community.

From all of us at McCarthy & Cox, thank you for making this day so special. Here’s to community, generosity, a little friendly competition on the course and a new record to break in 2026!

NEW TOAST TO RETIREMENT Episode OUT NOW! EPISODE #6 | 'Big Beautiful Bill'

The “Big Beautiful Bill” just passed - and no matter how you feel about politics, it will impact your wallet. This legislation could shape your personal finances for years to come. In our latest podcast episode, we unpack some of the items in this bill.

Full text of the bill can be viewed here.

At McCarthy & Cox, we know that education and understanding are key factors in planning the best possible financial future for you and your family. We hope to cover topics that address many of our services, such as retirement planning and welcome experts to share about topics such as estate planning. Join as we Toast to Retirement and learn about topics that are important to you as you approach or enjoy retirement.

Have an idea for a future topic? Tell your advisor or let us know at info@mccarthyandcox.com.

Check it out, share and listen where you enjoy your favorite podcast!

More information for this year's event, including registration information, will be provided in the coming weeks - stay tuned and watch your inbox!

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Advisory services offered through McCarthy & Cox, a Registered Investment Adviser.