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Rapid advances in artificial intelligence, persistent geopolitical tensions – particularly the conflict in Iran – and ongoing trade uncertainty have kept headlines loud and emotions elevated, ultimately demanding investors remain adaptive and disciplined. In this kind of environment, the biggest mistakes come from reacting to noise rather than fundamentals. Instead, investors who stay focused on long‑term objectives and respond thoughtfully instead of emotionally are best pos

As we reach the halfway point of 2026, I find myself reflecting on two things: gratitude and perspective. First, thank you. Thank you for the confidence you place in our team, for allowing us to walk alongside your family, and for trusting us with something far more important than investments—your hopes, your retirement, your legacy, and the people you love most. The first six months of this year have certainly given us no shortage of headlines. Markets have swung sharply. I

Remember when your day wasn’t complete without a little playtime? Simple childhood pleasures – like teaming up for a game of kickball, constructing forts out of bedsheets or even making up silly songs – eventually get crowded out by the responsibilities and constant demands of adulthood. But the science is clear: Playtime and other “childish” behaviors that we tend to outgrow in adulthood help us feel grounded, connected and alive. Rediscovering them later in life can help m

For those of us who have spent our lives helping families navigate markets, inflation, and retirement, the passing of Alan Greenspan marks the end of an extraordinary era. Greenspan served as Chairman of the Federal Reserve from 1987 to 2006, under four different U.S. presidents, making him one of the most influential economic policymakers in American history. While history will continue to debate some of his decisions, there is little debate that he helped shape one of the m

This year, America celebrates an extraordinary milestone—our nation's 250th birthday. It is a moment to celebrate, but perhaps even more importantly, a moment to reflect. None of us founded this country. We inherited it. An inheritance built by men and women who sacrificed comfort for conviction, security for freedom, and certainty for hope. They believed that generations they would never meet deserved the opportunity to live lives of liberty, opportunity, and purpose. One of

AI is reshaping careers, education paths, and even how we define “school.” It’s only natural to wonder: “does saving for college still make sense???” The answer isn’t to abandon planning, it’s to broaden how we think about it. Education isn’t disappearing, it’s diversifying, and college is no longer the only path. Learning still carries a cost which is why 529 plans have quietly evolved. They can now be used for trade schools, certifications, specialized training, apprentices

THE FACTS: They are swift and visceral. They come without warning. Their length of stay is unknown. They are not pleasant when they are around. They leave scars on those who react poorly. They are temporary and necessary. They are vital to the long-term return. They are essential to the health of a long-term bull market. Corrections come upon us from time to time and are vital to the long-term health of the market. No one knows when corrections will come or go, but it’s impo

And here's how - As the Great Depression deepened and political tensions rose at home and overseas, leaders in the US devised an event intended to stoke the national pride and raise morale. They decided on a universal exhibition – a World’s Fair – this one in Chicago, on the 100th anniversary of the city’s founding. “Science Finds, Industry Applies, Man Conforms" was the exhibition’s motto, an affirmation that mankind’s greatness lies downstream from its yearning for discove

Set Up Your IRS Account Online Your account will give you the clearest picture of your standing with the IRS, including balances owed, records, and authorizations from your CPA. Watch out: irs.gov is the official website for the IRS. If it is anything else, it’s not legitimate. Don’t Answer Calls or Texts The IRS will never ask you for sensitive information by phone or via threatening messages. If you receive a call like this, hang up and report it to the Federal Trade Com

A clear, practical guide to preventing fraud, recognizing scams, and responding quickly if you’re targeted. THE STORY Fraud rarely begins with something obvious. It starts with a familiar-looking email. A calm voice on the phone. A message that sounds official, helpful, or urgent. “I just need to verify something.” “This needs to be handled today.” “We noticed unusual activity.” Smart, capable people fall for scams every day — not because they’re careless, but because scamm