May 2025

The Bigger Problem: Budget Reality and Investor Impact Here’s the truth: the real waste in agencies like Medicare and Social Security is statistically low, lower than in much of the private sector. Ironically, we now spend more trying to root out inefficiencies than the waste itself is worth. The fallout? Declining global confidence A weakening U.S. dollar Less trust in our institutions DOGE may slowly fade into irrelevance, possibly reverting to its original regulatory role under a more appealing name. But the deeper issues it brought to light remain, and they matter to you as an investor. From tax enforcement to economic forecasting, these policy decisions shape the landscape in which we build portfolios and manage risk. So what exactly happened with DOGE, and what can it teach us? A Case Study in False Efficiency Like many of you who travel, I’ve been watching the chaos unfold at Newark Airport....

At Avion Wealth, our mission has always been rooted in delivering exceptional, high-touch service to high-net-worth executives and entrepreneurs. As our firm continues to grow, so too does our commitment to enhancing both the client experience and our internal team environment. That’s why we’re proud to share some exciting news: we’ve officially expanded our office footprint at 2829 Technology Forest Blvd! After 10 successful years at this location, we’ve doubled our space by incorporating the neighboring suite. The expanded office now features six new private offices, a spacious new conference room, a second fully equipped kitchen, additional storage, and six more open desk areas. These improvements allow us to continue delivering the personalized wealth management services our clients expect, while creating an inviting, collaborative space for our growing team. “When the opportunity to expand into the adjacent suite presented itself, the decision was clear,” said Alana Wells, COO of Avion...