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Archive for 2026
Should You Consider a Trump Savings Account?
Even before the passage of the One Big Beautiful Bill Act (OBBBA) last July, American savers faced a dizzying array of retirement account options, each with their own tax treatment and rules surrounding contributions, withdrawals, and eligibility. The OBBBA adds yet another type to the mix, officially dubbed the Section 530A account, but better known […]
Four Market Surprises from 2025
Welcome to 2026! The start of a new year means celebrations, resolutions, and of course, market predictions about the year to come. But as 2025 demonstrated so well, events are often unpredictable, as is the market’s reaction to those events. Below I’ve highlighted four of the major market surprises from last year that very few […]
