Changes to 529 Plans
A lot of people have avoided 529 plans in the past.And honestly, that hesitation often made sense.A 529 is a tax-advantaged account designed to help save for…
Why it’s So Hard to Sit Still Right Now
Stocks dropped sharply as oil prices surged.1,2 Just as quickly, markets rebounded to new highs.3 Then, new developments brought uncertainty right back into focus.4All of that happened in just…
Have you felt this lately?
You’ve probably noticed it at the pump. The price climbs a little higher than you expected. Then a little higher again. In some parts of the country,…
Are You Blessed or Just Lucky?
“I’m just lucky I guess.” A statement I have heard from business owners, executives, and even the philanthropically minded. But is that any kind of explanation for…
When the Headlines Won’t Sit Still
It feels important to start here. Before we talk about markets or money, it’s worth acknowledging what’s behind the headlines recently. The events we’ve seen in the…
Federal Reserve leadership change: Could it impact your retirement timeline?
President Donald Trump nominated Kevin Warsh to lead the Federal Reserve as the next chair on March 4th. While the current chair’s term won’t conclude until May, the…
What History Says about Markets & Geopolitical Crises
The news coming out of the Middle East over the past several days has been difficult to watch. Airstrikes. Retaliation. Rising tensions across the region. Behind every headline…
Which “CEO” Are You?
There are two CEOs in most affluent families. There is the chief executive officer, and the chief emotional officer. The chief executive officer understands the assets and…
World disruption — is your retirement strategy prepared?
Sometimes it feels like the world can change overnight. • The U.S. and Israel struck key military targets in Iran and killed Supreme Leader Ayatollah Ali Khamenei.1• Iran…