Newsletters

• HOT TOPIC: 530A Trump Accounts Officially Open

  A new tax-advantaged investment account officially launched on July 4th: the 530A account, also known as a Trump Account, which is designed to help children get a head start on their financial future.

• HOT TOPIC: Geopolitics and the U.S. Financial Markets

  This article looks at market reactions to previous global conflicts and emphasizes that long-term market movements are generally driven by corporate earnings, interest rates, and the broader economy.

• HOT TOPIC: Social Security and Medicare: The Clock Is Ticking

  According to this year’s Trustees report, Social Security recipients might face a benefit cut in 2034 unless Congress acts soon to strengthen the program.

• Life Insurance Might Help During Turbulent Economic Times

  During periods of economic uncertainty and stock market volatility, life insurance may be a useful tool to consider.