Q2 2026: A Quarter That Rewarded Patience
After a rocky start to the year, the second quarter of 2026 reminded investors why patience is one of the most valuable investing skills. Nearly every major asset class finished the quarter with positive returns. Large U.S. companies continued to perform well, small-company stocks staged an impressive comeback, international markets participated in the rally, real […]
Trump Accounts: A New Way to Save for Children
A Trump Account (formally known as a “530A account”) is a new way to save, designed to help families build wealth for their children from an early age. How Do They Work? A Trump Account is a tax-advantaged investment account established for a child (under 18). Until the year in which the child reaches 18, […]
How Much Longer Are You Going to Live?
About a decade ago, my dad died at 74 from pancreatic cancer. Doctors don’t really know what causes this disease, but although my dad was in pretty good health, he did have a pretty nasty cigar habit. His death has always left me wondering how many more times I’ll orbit the sun. I have kids, […]
Q1 Update: War in the Middle East Fuels Uncertainty
Despite a good start to 2026 through February, stocks broadly declined in March due to the Iran War and fears of artificial intelligence’s impact on employment and the threat to some companies’ livelihoods. The S&P 500’s quarterly performance is negative 30–35% of the time but it hadn’t happened since the third quarter of 2024. Bond […]
The Greatest Gift to Your Child Isn’t an Inheritance—It’s Financial Wisdom
Raising a financially responsible child is one of the most important things you can do as a parent. It matters just as much in households with generational wealth as it does in families working hard to cover the basics. Because these lessons are rarely taught in schools—and aren’t always obvious to kids growing up—it falls […]
What Are You Retiring To? Turning Purpose Into Your New Paycheck
The idea of retirement can be incredibly appealing—more time with friends and family, traveling the world, playing golf, or hiking your favorite trails. But have you considered the non-financial aspects of retirement and what you might be leaving behind? Your career likely offers more than just a paycheck. The relationships you’ve built at work may […]