top of page


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.


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...


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?
bottom of page

