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Investing

Trump Accounts: New Ways to Support a Child’s Financial Future

Every parent wants to give their children a strong financial foundation. From 529 plans and custodial Roth IRAs to the new 530A "Trump Accounts," understanding today's savings options can help families make informed decisions that support education, retirement, and long-term financial success.

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Trump Accounts: New Ways to Support a Child’s Financial Future

Mid-Year Outlook 2026: Key Investor Lessons for the Second Half of the Year

The first half of 2026 reminded investors that headlines don't always dictate market performance. Despite inflation, geopolitical tensions, and ongoing uncertainty, diversified portfolios continued to benefit from staying invested and focused on long-term goals.

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Mid-Year Outlook 2026: Key Investor Lessons for the Second Half of the Year

What's Going On With Oil Prices Right Now (And Why You Should Care)

Oil prices have been on a roller coaster in 2026, driven by geopolitical tensions, supply disruptions, and shrinking global reserves. In this article, Financial Advisor Jake Buckwalter breaks down what's causing the volatility, why it matters beyond the gas pump, and what investors should be watching in the months ahead.

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What's Going On With Oil Prices Right Now (And Why You Should Care)

Volatility in the Dollar, Gold, and Bitcoin: What's Behind the Moves?

The U.S. dollar has regained strength after a turbulent year, reshaping the outlook for gold, Bitcoin, and global markets. Learn what these shifting trends mean for investors and why maintaining a diversified, long-term portfolio remains the best strategy.

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Volatility in the Dollar, Gold, and Bitcoin: What's Behind the Moves?

Consumer Financial Health: Navigating Record Highs and Historic Lows

Consumer spending continues to power the U.S. economy, even as confidence remains historically low. Summit Puri examines the mixed signals shaping today's economic landscape—from record household wealth and resilient retail sales to elevated debt, lower savings, and persistent inflation—and explains what long-term investors should focus on.

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Consumer Financial Health: Navigating Record Highs and Historic Lows

SpaceX Just Changed the IPO Game Forever — Here’s What It Means for Your Portfolio

SpaceX's historic IPO has captured investors' attention and sparked questions about whether now is the time to buy. In this article, John-Mark Young explores what makes SpaceX unique, why valuation matters, and how disciplined investors can participate in innovation without abandoning a long-term financial plan.

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SpaceX Just Changed the IPO Game Forever — Here’s What It Means for Your Portfolio

Understanding IPOs: What They Are and How to Evaluate One

With recent headlines surrounding the potential SpaceX IPO capturing investor attention, many people are asking what an IPO actually is and how to evaluate one. In this educational guide, Financial Advisor Nick Allen explains how companies go public, what to look for in an IPO prospectus, and why a great company doesn't always make a great investment at any price.

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Understanding IPOs: What They Are and How to Evaluate One

May 2026 Market Update: Record Highs, Rising Rates, Inflation, and a New Fed Chair

U.S. stocks reached new all-time highs in May despite persistent inflation concerns and rising interest rates. In this month's market update, Summit Puri explores the impact of elevated bond yields, the Federal Reserve leadership transition, and what these developments mean for long-term investors.

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May 2026 Market Update: Record Highs, Rising Rates, Inflation, and a New Fed Chair

A smarter college savings strategy can create opportunities far beyond tuition.

When it comes to saving for a child’s future, flexibility matters. In this article, Associate Financial Advisor Joseph Browning shares why UTMA accounts can be a powerful alternative to traditional college savings plans, offering families greater freedom to use funds for education, life expenses, and long-term financial opportunities.

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A smarter college savings strategy can create opportunities far beyond tuition.

Energy Shock or Inflation Spiral? Understanding Why CPI Hit a Three-Year High

April’s CPI report showed inflation climbing to 3.8%, the highest level since 2023, largely fueled by sharp increases in energy prices tied to Middle East oil disruptions. While core inflation remains more contained, elevated energy costs continue to create uncertainty for consumers, markets, and Federal Reserve policy decisions.

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Energy Shock or Inflation Spiral? Understanding Why CPI Hit a Three-Year High

Why Doing “Nothing” is Sometimes the Smartest Move

Market volatility can tempt investors into making emotional decisions at exactly the wrong time. In this article, Financial Advisor Nick Allen explains why staying disciplined, trusting your long-term plan, and resisting the urge to react during downturns can often lead to better financial outcomes.

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Why Doing “Nothing” is Sometimes the Smartest Move

Investment Lessons from the Bull Market Cycle and the Wall of Worry

More than three years into the current bull market, investors continue to face uncertainty—from inflation concerns to AI-driven volatility. Yet history shows that disciplined, long-term investing and diversification remain the most reliable path forward, even as markets climb a persistent “wall of worry.”

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Investment Lessons from the Bull Market Cycle and the Wall of Worry
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