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Trump Accounts: A New Savings Option for Children
By Tyler Schalch A new savings account for children is getting plenty of attention, but it may not be the best first choice for every family. Created to encourage long-term
Quarterly Market Update for Q3 2026: Resilience Amid Uncertainty
There is a saying that smooth seas do not make skillful sailors. When it comes to investing, this has never been more true than during the first half of the
Retiring Before Medicare? Don’t Let Health Insurance Become the Surprise Expense
For many successful families, the decision to retire in their 50s or early 60s is not primarily about whether they have enough money. It is often a question of confidence.
Navigating Medicare: What Retirees Need to Know for Their Financial Plans
Most retirees know that healthcare is often the largest and most unpredictable expense in retirement, which can add up to hundreds of thousands of dollars on average. Healthcare can come
Investing Is Not Gambling
Why this distinction matters more today than ever By Bijan Golkar There is a comparison I have heard countless times throughout my career. “Investing is just another form of gambling.”
Quarterly Market Update for Q2 2026: Geopolitics, Oil, and Market Pullbacks
The first quarter of 2026 illustrates the importance of preparation when it comes to financial planning and investing. After strong gains in 2025, markets have faced a combination of geopolitical
Monthly Market Update for January: Geopolitics, the Fed, and Precious Metals
The start of 2026 delivered a constructive backdrop for investors, with both stocks and bonds extending the momentum that carried markets through the end of last year. This resilience may
Quarterly Market Update for Q1 2026:
2025 Year in Review – A Historic Market Year for Investors 2025 was a historically strong year for markets despite the many events that took place along the way. The
Quarterly Market Update for Q4 2025: Navigating Conflicting Signals
As we move into the final quarter of 2025, investors are once again being pulled in two directions. On one side, markets continue to hit record highs, supported by resilient
Markets Advance on Fed Expectations and Earnings Growth
The stock market climbed to new all-time highs in August, while bonds also contributed positively to portfolios. This occurred despite continued uncertainty around tariffs, Fed independence, and technology stocks. The
The Fed and Politics: What Investors Should Know
Recent tensions between the White House and Federal Reserve have brought the topic of Fed independence into focus. This is because there can be a natural friction between elected officials
Economic & Market Commentary Q2 2025
Markets Reach New Highs Amid Global Tensions and Historic Tax Reform The second quarter of 2025 was a case study in market resilience. Despite early volatility from new tariff announcements
The views expressed in this blog are for informational purposes only and should not be construed as personalized investment advice. Some content may include information derived from third-party sources. While we believe such information to be reliable, we do not guarantee its accuracy or completeness. Any examples, strategies, or market commentary discussed are intended to illustrate general concepts and do not represent specific investment advice. Past performance is not indicative of future results. Readers should consult with a qualified financial professional before making any financial decisions. Advisory services are only offered to clients or prospective clients where the firm and its representatives are properly licensed or exempt from licensureThe views expressed in this blog are for informational purposes only and should not be construed as personalized investment advice. Some content may include information derived from third-party sources. While we believe such information to be reliable, we do not guarantee its accuracy or completeness. Any examples, strategies, or market commentary discussed are intended to illustrate general concepts and do not represent specific investment advice. Past performance is not indicative of future results. Readers should consult with a qualified financial professional before making any financial decisions. Advisory services are only offered to clients or prospective clients where the firm and its representatives are properly licensed or exempt from licensure.