By Hong-Tsun Simon, CFA, Senior Wealth Manager Above-average economic growth, low unemployment, record earnings, double-digit year-to-date gains in the stock markets. These are all celebratory events, but why has consumer confidence been weakening? The dour mood may possibly be caused … Read More
By Kayla Whitaker, CFP®, Paraplanner and Client Service Associate Established under the One Big Beautiful Bill Act, Trump Accounts are a new savings vehicle designed to help families invest in their children’s futures. These federally administered, tax-deferred accounts aim to … Read More
By John Montag, President, Chief Investment Officer & Senior Wealth Manager Since 2022, the investment community has been dominated by the world of artificial intelligence. During this time, we have all learned a new vocabulary that includes … Read More
By Beverly Kelly, Trust and Estate Specialist Key Takeaways Estate planning is not just event-driven. While major life changes often prompt updates, important risks can also develop gradually over time and should not be overlooked. Significant financial events require immediate … Read More
By Christine R. Quillian, CFA, CFP®, Senior Wealth Manager The second quarter of 2026 produced the strongest S&P 500 gain since 2020, up 14.9% after a 4.3% first-quarter decline. What began with geopolitical stress, oil volatility, and tariff uncertainty ended … Read More
By Jackson Keenan, CFP® , APMA™, Director of Financial Planning Key Takeaways: Change the Beneficiary You can switch the 529 to another eligible family member which could be siblings, cousins, even yourself. Use for Grad School or Future Education Funds can be … Read More
By Jackson Keenan, CFP® , APMA™, Director of Financial Planning Key Takeaways: 529 Education Savings Plans offer tax-deferred growth and flexibility for a wide range of qualified education expenses which can be ideal for high-income families. State tax deductions or credits may apply, even … Read More
By Brendan Wagner, Senior Wealth Manager Stock market returns in Q1 2026 were remarkably similar to the year-ago returns of Q1 2025. In both quarters, large growth fell and large value rose. In subsequent months last year, large growth stocks … Read More
By Ray Palacios, MAcc CISSP®, CFE, Director of Compliance Key Takeaways: Cybersecurity is now part of personal financial health. Just as you focus on physical and mental well-being, protecting your digital life is essential to safeguarding your assets in 2026 Scams … Read More
By Larry Mendel, Director of Sales Key Takeaways: Start the conversation about family wealth sooner rather than later. Many parents avoid discussing wealth with their children, but wealth and estate details will ultimately come out. Early conversations help prepare heirs … Read More