Trump Accounts, also known as 530A accounts (which we’ll be calling them going forward to depoliticize them), are tax-advantaged investment accounts that can be opened for children. They officially became available on July 4, 2026. Earnings on investments in the account are tax-deferred. On January 1 of the year the child turns 18, the account is converted to a Traditional IRA and ownership is … [Read more...] about How Do Trump Accounts Work, and Should I Open One for My Child?
Investments
A Perspective on Recent Market Volatility
As you've likely seen in the headlines, we're experiencing significant market volatility, with the largest sell-off since the COVID-19 pandemic of 2020. First and foremost, I want to assure you: This is why we plan the way we do. What's Happening in the Markets The markets are responding to several factors: The recent tariff announcements from the Trump administration Ongoing … [Read more...] about A Perspective on Recent Market Volatility
5 Telltale Signs You Might Need a Financial Advisor
When you think of people who use financial advisors, you may not consider yourself the right demographic. But it may surprise you that plenty of advisors cater to people who aren’t retired millionaires. There are plenty of reasons for younger people to engage with a financial advisor well before retirement age. If you’re wondering if it’s the right time to speak with a professional about your … [Read more...] about 5 Telltale Signs You Might Need a Financial Advisor
What Are I-Bonds? Plus Creative Ways To Include Them In Your Investment Plan
With all the juicy financial headlines—stock market movements, inflation, the housing market, student loan conversations, etc.—who would have thought that bonds would have their moment in the sun? Bonds have a reputation for being the safe and stable alternative to risky, daredevil stocks. Their reliable returns and ability to produce income make them integral in any well-diversified portfolio … [Read more...] about What Are I-Bonds? Plus Creative Ways To Include Them In Your Investment Plan