Insights
Trump accounts revisited
As part of the One Big Beautiful Bill Act (OBBBA) that was signed into law on July 4, 2025, the Trump administration launched a new type of savings account for children under age 18. Commonly referred to as Trump accounts, these tax-advantaged savings vehicles are...
Midterms, rates, and the fundamentals that matter
September brought a return of volatility, but closed out another strong quarter for the market. The S&P 500 finished the month down -0.3%, bringing year-to-date returns to 12.75%. But beneath the index level, the story was more mixed. Small Cap stocks struggled,...
The place I call home
While there are many considerations when tax planning, where you live may be one of the most far-reaching. Income, property and estate taxes can vary considerably from state to state and in some states can be quite substantial. Given the high stakes involved, more and...