Insights
Drawing on our deep industry knowledge, we assist clients with access to a wealth of insights and educational resources. Here, you can gain valuable perspectives on current market dynamics and explore our comprehensive retirement resources, offering a collection of financial planning, wealth management, and investment strategies.
Timely Q & A
A lot of our clients want to know what is meant by the term parabolic rise in a stock price. A parabolic rise is best shown by this illustration. You get a stock that’s basing, the price just stays stable, goes up and down a little bit, and then some news comes out and “boom”
The Trump Account vs. 529s vs. UTMAs: What’s Actually Best for Your Kid’s Future?
With the passing of the “One Big Beautiful Bill Act” (OBBBA) of 2025, the landscape of saving for children has shifted dramatically. The headline-grabber of the new legislation is the introduction of the Trump Account (TA)—a new retirement vehicle designed to give babies a massive head start on compound interest. Starting July 4, 2026, parents
Get Your Finances Organized at the Beginning of the New Year
The start of a new year is one of the best times to take control of your finances. It offers a natural reset: a chance to reflect on past habits, correct mistakes, and set clear financial goals for the months ahead. Getting organized early can reduce stress, improve decision-making, and put you on a stronger
Choppy Market Insights
Happy New Year, everybody. I hope the year has started off well for you. In this short video, I just wanted to make a few comments on what’s going on in the markets at the start of 2026, share a quote by Winston Churchill that I think is relevant, and then close with a nice
Financial Gift Ideas for a Newborn: Help a Child’s Future Grow
Looking for a meaningful gift for a newborn or grandchild — something that lasts far longer than a toy? A financial gift is one of the most thoughtful ways to celebrate a new life. By starting early, you can help a child build lasting security and opportunity. Three of the most effective ways to do
Reverse Mortgage – Things to Know
A reverse mortgage can be a helpful financial tool for older homeowners looking to supplement their income during retirement. But it’s not for everyone. Understanding how it works, its benefits, and its risks is crucial before making a decision. A reverse mortgage is a special type of loan available to homeowners aged 62 or older
The “Free” $1,000 From OBBBA For Children
The passage of the OBBBA (One Big Beautiful Bill Act) contains a provision for a new type of savings account for children. Set to begin on July 4, 2026, these accounts can be opened for any child under age 18 who has a Social Security Number and who is a U.S. citizen. As part of
Key Tax Law Changes for 2025 and Beyond
On July 4, 2025, Congress passed, and the President signed into law new tax legislation aimed at preserving several provisions from the 2017 Tax Cuts and Jobs Act (TCJA) while adding new tax benefits for individuals, families, businesses, and estates. The law includes a mix of permanent and temporary provisions, meaning some changes will remain
Q & A Present and Past
Hi Everybody, I hope you are enjoying a nice summer—it’s flying by as is always the case. This brief video will touch on some of the questions we’ve been getting from clients regarding what is going on in the markets and what we can expect as we get into the tail end of the year.
