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When Congress passed the One Big Beautiful Bill Act (OBBBA) in July 2025, most headlines focused on its sweeping fiscal changes. Yet tucked inside the legislation was one of the most significant shifts for entrepreneurs and investors in decades: a major update to Section 1202 of the Internal Revenue Code, the section governing qualified small business stock
LPL Research is pleased to present Outlook 2026: The Policy Engine. Their annual update offers a thorough analysis of the economy and markets, highlighting potential implications for you. I’m pleased to bring you a few of the key highlights today. The year 2025 offered a clear illustration of today’s prevailing market regime — one that
Olson Wealth Group is pleased to announce that Courtney McClimon, our Director of Operations, has been named one of the 2025 Notable Executive Assistants by Twin Cities Business. This recognition highlights leaders who demonstrate exceptional leadership, professionalism, and positive impact within their organizations. Sharon Olson, Managing Principal of Olson Wealth Group shares “Courtney stands out
