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Two Key Updates for Your Summer Strategy

As we move into the second half of the year, it’s a good time to reassess your financial and benefits strategies. In this month’s update, we’re highlighting two important developments: recent market performance and key legislative changes that could impact employee benefit plans. Whether you're monitoring volatility or evaluating benefits design, we’re here to help you stay informed and plan ahead.

The One Big Beautiful Bill Act & Employee Benefits: What Plan Sponsors Need to Know

Signed into law on July 4, the OBBB Act introduces meaningful changes to health savings accounts (HSAs), dependent care FSAs, educational assistance programs, and more. It also creates a new tax-advantaged savings vehicle for children. This summary outlines how these provisions may influence plan design, compliance, and employee engagement strategies in the years ahead.

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Q2 2025 Capital Markets Review: Markets End Higher After a Turbulent Quarter

Despite volatility tied to surprise tariff announcements and geopolitical uncertainty, equity markets rebounded strongly in Q2. The S&P 500 closed at a record high, and international equities surged alongside a weaker U.S. dollar. This review breaks down economic data, interest rate policy, and asset class performance—all essential context for strategic financial planning.

McInnes Group, Inc. | 3500 West 75th Street Suite 200 | Prairie Village, KS 66208 US

Bill Stoddart, CLU

VP of Financial Services

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McInnes Group, Inc. Disclosures: This information is for general and educational purposes and is not intended as legal or tax advice. Nor is it intended to provide specific advice or recommendations for any individual or entity. To determine what is appropriate for you, please get in touch with a McInnes Group Financial Professional. Information obtained from third-party sources is believed to be reliable but not guaranteed. Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc., a Registered Broker/Dealer and investment Adviser, Member FINRA / SIPC. McInnes Group is independently owned and operated. Tracking #4679142 CA Insurance License 0M97047

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