Zenith Wealth Partners

Filing Taxes after Trump's Spending bill
Financial Planning

Tax Changes in H.R.1: What You Should Know About the “One Big Beautiful Bill Act”

The recently passed “One Big Beautiful Bill Act” (H.R.1) includes sweeping tax changes that will affect how millions of Americans file and plan in 2025 and beyond. Whether you’re a high-income earner, homeowner in a high-tax state, small business owner, or simply trying to make the most of your deductions, here’s what to watch out for.

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Zenith Wealth Partners Renews and Expands Strategic Partnership with Scattergood Foundation to Advance Equitable Health Investments
Institutions

Zenith Wealth Partners Renews and Expands Strategic Partnership with Scattergood Foundation to Advance Equitable Health Investments

Zenith Wealth Partners (Zenith), a minority-owned, fee-only, independent Registered Investment Advisor, is proud to announce the renewal and expansion of its partnership with the Scattergood Foundation. This renewed collaboration strengthens a shared commitment to aligning long-term investments with social impact goals and scaling mission-aligned investing within the Philadelphia region and beyond.

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Investment Insights

Monthly Investment Insights – June 2025

As we move into the summer, investors are balancing short-term risks with long-term opportunities. Markets are reacting to mixed economic data, ongoing global policy changes, and evolving investor behavior. In this month’s insights, we take a closer look at the forces shaping portfolios right now and how we’re adjusting strategy to help clients stay positioned for what’s next.

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Investment Insights

Monthly Investment Insights – May 2025

As we navigate May 2025, investors face a complex backdrop of trade disruptions, stubborn inflation, and shifting central bank signals. While opportunities remain in areas like artificial intelligence and infrastructure, many investors are becoming more defensive, seeking ways to stay invested while protecting against downside risks.

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