Wealth Insights
5 minute read time
Chief Investment Officer, Dominic Ceci and Director of Wealth Strategy, Joe Maier sit down with SVP Wealth Fiduciary Advisor, Kelly Mould to explore the implications of the new bill. They discuss what this legislation means for your financial plan and investments, and how it can shape your decisions in today’s dynamic market.
Don’t miss this important discussion.
00:00 – 04:23: Introduction and General Insights
04:24 – 05:54: Market Reaction to BBB
05:55 – 10:02: Impact of BBB on Businesses - Deductions
10:03 – 14:35: Portfolio Positioning and Sector Winners/Losers
14:36 – 16:30: Other Implications of BBB
16:31 – 19:58: Impact on Interest Rates and the National Deficit
19:59 – 27:16: Impact of BBB on Individuals – Permanence and Certainty
27:17 – 30:10: Recommendation for Individuals – Estate Planning
30:11 – 32:05: Recommendation for Business Owners – Review Incentives
32:06 – 33:19: Recommendations of Individuals – Capital Gains Tax
33:20 – 36:15: Investment Wrap Up
36:16 – 37:15: Final Thoughts and Closing
On July 4, 2025, President Trump signed into law the One Big Beautiful Bill. The purpose of this summary is to highlight a number of provisions that will have an impact on wealth planning. VP Wealth Advisor, Michael Miller summarizes provisions for tax planning, social security, for business owners and investors and more.
Read Michael’s full article here: Summary of Key Provisions of the One Big Beautiful Bill
This information is for educational and illustrative purposes only and should not be used or construed as financial advice, an offer to sell, a solicitation, an offer to buy or a recommendation for any security. Opinions expressed herein are as of the date of this report and do not necessarily represent the views of Johnson Financial Group and/or its affiliates. Johnson Financial Group and/or its affiliates may issue reports or have opinions that are inconsistent with this report. Johnson Financial Group and/or its affiliates do not warrant the accuracy or completeness of information contained herein. Such information is subject to change without notice and is not intended to influence your investment decisions. Johnson Financial Group and/or its affiliates do not provide legal or tax advice to clients. You should review your particular circumstances with your independent legal and tax advisors. Whether any planned tax result is realized by you depends on the specific facts of your own situation at the time your taxes are prepared. Past performance is no guarantee of future results. All performance data, while deemed obtained from reliable sources, are not guaranteed for accuracy. Not for use as a primary basis of investment decisions. Not to be construed to meet the needs of any particular investor. Asset allocation and diversification do not assure or guarantee better performance and cannot eliminate the risk of investment losses. Certain investments, like real estate, equity investments and fixed income securities, carry a certain degree of risk and may not be suitable for all investors. An investor could lose all or a substantial amount of his or her investment. Johnson Financial Group is the parent company of Johnson Bank and Johnson Wealth Inc. NOT FDIC INSURED * NO BANK GUARANTEE * MAY LOSE VALUE
