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October is Fire Safety Month. Discover how fire drills, document protection, and the FIRE movement intersect to protect your family and safeguard your financial future.
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Government Shutdown 2025
The U.S. government officially entered a shutdown as of October 1. While the headlines may sound unsettling, history shows shutdowns are more noise than signal for long-term investors. Learn what this means for the economy, interest rates, and your portfolio.
US Markets Push Higher as Fed Cut Bets Build
US Markets Push Higher as Fed Cut Bets Build, with the Dow, S&P, and Nasdaq gaining while small caps lead. Investors eye tariffs, earnings, and Powell’s Jackson Hole speech.
Nvidia and Apple Fuel Record Tech Rally
Nvidia and Apple fuel a record tech rally as the Nasdaq hits new highs and the S&P 500 nears a record. Strong earnings, policy boosts, and investor momentum drive markets forward.
Trump Administration Expands 401(k) Options
A recent executive order directs regulators to expand options in 401(k) plans to include alternative investments.
Smart Saving for the School Year
How 529 Plans Support Education and Estate Planning Backpacks? Check. Notebooks? Check. Crayons, calculators, and lunchboxes? Check, check, and check. As families scramble to wrap up their back-to-school shopping, one item that rarely makes it onto the supply list (but absolutely should) is a 529 plan. While it may not fit in a backpack, this … Continued
Turning Gains Into Good
A Smart Gifting Strategy for a Strong Market Year If your portfolio has grown significantly this year, there’s a smart way to do good, without giving up financial ground. When markets are strong, many investors find themselves sitting on appreciated assets that have gained substantial value over time. While it’s tempting to cash in and … Continued