This past weekend, I spent two full days attending Ed Slott's Instant IRA Success Workshop, an intensive program focused on the latest IRA, retirement, and tax planning strategies. Over the course of the workshop, more than 420 pages of retirement and tax planning...

Happy July! We are now in the second half of 2026. Q2 2026 investment markets, overall, have performed positively. (See far right "YTD" Column). Through June 30, 2026, international emerging markets stock (EM Equity) led all asset classes with a remarkable +24.0%...

If you've been watching the news and wondering about your portfolio, you're not alone. But according to our strategic partners, Capital Group, here's what the noise might be drowning out... "Thus far in 2026, stock markets have reached a series of new highs amid wars...

High car prices have been a constant in the headlines throughout 2026, but the final sale price of the average new car dropped slightly in May. Those high price headlines can make car shoppers feel a little fatalistic. But they're slightly misleading. The average is...

SpaceX's latest developments have sparked significant market conversation. Here's what the Wall Street Journal (subscription required) and Vanguard are saying, and what it could mean for your portfolio. "SpaceX shares ended the day up 19% as investors worldwide...

Are you or someone you know feeling overwhelmed searching for jobs after graduation? Recent college graduates are facing some of the highest unemployment rates we’ve seen in years. Continue reading as we share insights from J.P. Morgan on why this might be the case…

Contributions to Trump Accounts, the new tax-deferred savings vehicle for children, can't be made until July 4, 2026. However, the opportunity to open a Trump Account, either through filing Form 4547 or using a dedicated IRS website, forms.trumpaccounts.gov, has been...

Artificial intelligence is reshaping the economy at a pace that's difficult to fully grasp. Capital Group takes a closer look at what AI's rise really means for the workforce and the broader economy. "Ask ChatGPT whether layoffs at Big Tech companies are a preview of...

Some exciting news!! Our very own Maggie got MARRIED this past weekend. We had the most incredible time celebrating her and her husband. All the wedding excitement got us thinking. A wedding is a big financial milestone a family can face, whether it's your own or...

Markets continue to surprise. Despite ongoing geopolitical uncertainty and a constantly shifting economic backdrop, the data keeps telling an interesting story. We are here to give you the most up to date info. Three Top Topics for the Week: SHOCKING GROWTH. With most...