Resources
Articles
July 2026 Quarterly Update
The second quarter of 2026 served as another reminder that markets often prove more resilient than headlines suggest.
Education Planning Is No Longer Just College Planning
If your student loan strategy hasn’t been updated recently, there is a strong likelihood it no longer reflects today’s landscape.
Student Loan Planning in 2026 — What to Know Now
If your student loan strategy hasn’t been updated recently, there is a strong likelihood it no longer reflects today’s landscape.
Tax Items to Review in 2026
A breakdown of the essential tax updates you should review this year to ensure your strategy remains optimized.
The 2026 Mid-Year Check-In: Aligning Your Lifestyle with New Tax Realities
Here are some of the key tax items to focus on for 2026.
Trump Accounts (530A Accounts)
A Trump Account is a new tax-advantaged investment account created for a child (US citizens under age 18), that is launching on July 5, 2026. The account is fully in your child’s name, and you (parent/guardian) are the sole custodian until they turn 18.
Tax Filing Preparation Checklist
Preparing early for tax season can help reduce stress, minimize surprises, and create opportunities for proactive planning.
SECURE Act Updates & Retirement Rule Changes
Recent retirement plan changes continue to shape how you save, especially if you’re a high earner or approaching retirement.
Finalize Prior-Year Retirement Contributions
Timing and limits vary by account type, so it’s important to understand which windows remain open.
2026 Contribution Limits
The Internal Revenue Service has formally announced their contribution limits for 2026 indexed for inflation.
Weekly Market Commentary
Market Commentary | September 14th, 2026
The economic data last week continued to show a U.S. economy that remains resilient, but with inflation pressures moving back into focus ahead of the September Federal Open Market Committee (FOMC) meeting. Treasury yields moved sharply higher over the week, with the 10-year finishing around 4.97%, up from roughly 4.78% the prior Friday, while the 30-year ended near 5.38%, reaching its highest level in nearly two decades.
Market Commentary | September 8th, 2026
The week of August 31 was characterized by continued economic expansion and generally constructive labor market data, while inflation-related indicators remained elevated. The data suggested the U.S. economy continued to grow despite some moderation within selected manufacturing measures.
Market Commentary | August 31st, 2026
This week’s economic data continued to point to an economy that is still expanding, but with inflation remaining above the Federal Reserve’s target and the labor market showing few signs of material deterioration.
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