Stephanie Osten
Partner
The One Big Beautiful Bill Act was passed by Congress and signed into law by President Donald Trump on July 4, 2025. The legislation includes significant updates to the excise tax structure on net investment income of certain educational institutions, with direct implications for private colleges and universities related to their endowments.
This legislative update addresses considerations for investors regarding:
The opinions expressed herein are those of Marquette Associates, Inc. (“Marquette”), and are subject to change without notice. This material is not financial advice or an offer to purchase or sell any product. Marquette reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs.
07.24.2026
This video is a recording of a live webinar held July 23 by Marquette’s research team analyzing the first half…
07.22.2026
The usual midyear version of these letters has touched on year-to-date performance as well as the most influential macroeconomic and…
06.25.2026
Commodities represent a unique asset class within global financial markets. Like equities and bonds, commodity prices are influenced by the…
06.15.2026
The rapid buildout of artificial intelligence infrastructure is reshaping the U.S. investment landscape. According to recent Census Bureau data, spending…
05.26.2026
The classic novel A Tale of Two Cities by Charles Dickens begins with the line “It was the best of…
05.18.2026
Over the last few years, equity markets have been defined by a group of stocks often referred to as the…
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