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August 2026 Newsletter
Following June’s historic milestones, the financial markets experienced a notable divergence in July. While large-cap technology indices saw pullbacks after a powerful second quarter, value and small-cap stocks surged. Starting in July 2026, "Trump Accounts" (530A IRAs) offer a brand-new, tax-deferred custodial retirement option designed to jumpstart your child's financial future.

John Gragg
Aug 60 min read


Why the Media Gets Investing Wrong – Stay the Course & Build Wealth
Are you nearing retirement and feeling anxious about market volatility? You're not alone. In this video, Certified Financial Planner John...

John Gragg
Apr 30, 20251 min read


Give Smarter using a Qualified Charitable Distribution (QCD)
Are you looking for a tax-smart way to give to charity while also reducing your taxable income?

John Gragg
Mar 14, 20251 min read
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