Insights and resources to support your family – today, tomorrow and for generations to come.
AI Spending Concerns Drive Market Rotation
Author: Davis Finke, CFA Third-quarter earnings reports from several mega-cap technology and AI-related companies were the primary focus for investors this week, as mixed results from Microsoft, Alphabet, and Amazon raised further questions about the growing cost of...
Big Tech Spending Jitters Meet Oil Price Swings
Author: Davis Finke, CFA Equity markets extended their slide this week as the conflict between the U.S. and Iran continued to intensify....
Markets Hold Firm as Geopolitical Risks Return
Author: Davis Finke, CFA Geopolitics returned to the spotlight this week as military activity between the U.S. and Iran escalated again....
Behind the Buzz of Blockbuster IPOs
Author: Davis Finke, CFA For more than two decades, SpaceX relied exclusively on private capital markets. That changed in June 2026, when...
Trump Accounts: What Are They and Who Can Open One?
Author: Gavin Dines Trump Accounts, also called 530A accounts, are a new type of tax-advantaged investment account for children who are...
The Three-Bucket Approach to Saving for Young Adults
Author: Gavin Dines For many young adults, saving money can feel complicated and overwhelming. Whether it’s saving for the down payment on...
Donor-Advised Fund or Private Foundation? Understanding the Differences
Author: Meg Bergner, JD, CFP® For many, charitable giving is an important part of their overall financial and legacy planning strategy....
What You Need to Know About Special Needs Trusts
Author: Tiffany Wingo, JD If you are caring for a family member with a disability, a special needs trust (also called a supplemental needs...
Tech Weakness Weighs on Markets as Economic Data Holds Firm
Author: Davis Finke, CFA Continued weakness in technology stocks weighed on markets this week, with both the S&P 500 and the...
Stocks End Higher as Iran Deal Offsets Hawkish Fed Shift
Author: Davis Finke, CFA This week, the Fed’s Open Market Committee concluded its first meeting under new Chair Kevin Warsh. As...
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