What Is a Trump Account? Eligibility, Contributions, and Key Rules Explained
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
Start Your Engines — What Railroads, Automobiles, and Search Engines Can Teach Investors About Artificial Intelligence
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
Your Estate Plan Checkup
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