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Join date: Dec 20, 2018
Posts (49)
Aug 6, 2026 ∙ 0 min
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.
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Apr 30, 2025 ∙ 1 min
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...
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Mar 14, 2025 ∙ 1 min
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?
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John Gragg
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