Now is not the time for passive
The debate between active vs. passive investing has been raging on for decades. The majority of the time, passive tends to be the winner in that debate, with some notable exceptions. The truth, however, is that both win at different times. Typically, in times of...
What you need to know about Trump Accounts
Since the passage of the Big Beautiful Bill (OBBBA), we have received a lot of questions about Trump Accounts. We first discussed these accounts back in January when they were initially proposed, but now that they are officially available to open, we wanted to revisit...
What’s in a name?
Last week, a question came up about how a client should title an account. Account titling can be extremely important for estate planning purposes. What struck me as we were discussing it was all of the different types of account titling possible. It can be completely...
Money moves in your 50s
Welcome to your 50s! You’re officially halfway to age 100, and you’re starting to feel like it too! I always say that when everything starts to hurt, it’s a good time to reassess your finances. This week, let’s review some of the more important considerations for...
