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Checklist: How to Open a Trump Account (Section 530A IRA)
How to Open a Trump Account: Even though technical features are rolling out in phases and the funding gateway goes live on July 4, 2026,...
Read MoreA Strategic Look at the ‘Trump Accounts”
Executive Summary Authorized under the One Big Beautiful Bill Act, these tax-advantaged savings accounts designed specifically for minors are being marketed as a “baby IRA”...
Read MoreThe Truth About Tax-Loss Harvesting: Maximizing Benefits and Avoiding Pitfalls
If you read financial news or follow major investment firms, you’ve likely seen discussions and advertising for tax-loss harvesting (TLH). It is often promoted as...
Read MoreWhat should I do with my large tax refund?
Q. I just learned I’m getting a $17,000 tax refund and now I have to decide what to do with the money. I already have...
Read MoreFirst Quarter 2026 Market Newsletter
CLICK HERE FOR FULL LETTER MARKET NEWSLETTER EXECUTIVE SUMMARY – Global optimism from late 2025 evolved into a more complex environment where resilient U.S. consumer...
Read MoreSelf‑Employed? The Right Financial Advisor Can Save You Thousands (Wall Street Journal)
Self‑employed people juggle cash flow, taxes and retirement. A financial advisor can help you save money and keep your business and personal finances aligned Written...
Read MoreWhat Elite Tax Pros Wish Their Wealthy Clients Knew (Bloomberg)
From risk tolerance to IRS scrutiny, tax professionals say your bad habits can undermine your return. Original story published in Bloomberg READ HERE By Charlie Wells...
Read More2026 Tax Season: Filing Deadlines, OBBBA Updates, and Strategies
At a Glance: 2026 Tax Season, Filing Major OBBBA and Filing Updates With the tax filing deadline approaching on April 15th (or October 15th for...
Read MoreFourth Quarter 2025 Market Newsletter
READ THE COMPLETE NEWSLETTER HERE EXECUTIVE SUMMARY – US stocks performed well in 2025, helped by large technology companies, though performance broadened modestly toward the...
Read MoreShould I rebalance my portfolios?
Q. Should I rebalance my portfolios? With the new year, I know I’m supposed to assess my portfolio and rebalance. I’ve done well in 2025,...
Read MoreShould you use a retirement account to pay off a HELOC (Mortgage)?
Q. Should I use a retirement account to pay off a HELOC (Mortgage)? I’m a retired school teacher currently collecting my pension. I am also...
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