Resources
Articles
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.
October 2025 Quarterly Update
The third quarter delivered another blend of volatility, opportunity, and shifting leadership. After a strong rally through July and August, markets extended gains into September with key indices setting fresh highs. Much like Q2, broad participation was exhibited: while Mega-cap tech continued to dominate, smaller and Value stocks finally mounted comebacks.
Health Coverage Deadlines: What to Know for Marketplace and Medicare Enrollment
Fall isn’t just pumpkin spice season—it’s also open enrollment season. Whether you’re applying through the Marketplace or reviewing Medicare options, Q4 is filled with important deadlines that impact your 2026 coverage.
Max Contributions: Topping Off Retirement, Education & Health Accounts
As the end of the year approaches, it’s a great time to check in on your contribution levels. Whether you’re building for the future or reducing your taxable income today, maximizing your contributions can give your money the momentum it needs to grow.
Weekly Market Commentary
Market Commentary | May 4th, 2026
Economic data released during the week pointed to continued economic expansion, supported by resilient consumer demand and steady business activity, alongside mixed signals on inflation and labor market conditions.
Market Commentary | April 27th, 2026
Economic data released during the week pointed to continued momentum in consumer spending alongside expansionary business activity, while select labor and inventory data suggested pockets of emerging pressure. Overall conditions reflected steady growth with mixed cross‑currents beneath the surface.
Market Commentary | April 20th, 2026
This week’s macro releases pointed to a still-resilient economy with pockets of persistent inflation, particularly at the producer level, alongside continued softness in housing activity.
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