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 | July 20th, 2026
The week’s most closely watched economic release came on Tuesday with the June Consumer Price Index (CPI).
Market Commentary | July 16th, 2026
The week of July 6, 2026, was marked by several U.S. economic releases that pointed to continued economic resilience, while also showing pockets of moderation across services activity, housing, and energy inventories.
Market Commentary | July 6th, 2026
Last week’s economic releases reinforced a familiar theme: growth continues, but momentum is becoming increasingly mixed beneath the surface. Labor market indicators remained relatively resilient, manufacturing activity stayed in expansion, and consumer sentiment showed signs of stabilization despite lingering caution.
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