In the summer of 2025, with the passing of the Big Beautiful Bill, a new account type was created in order to help parents save for children under 18, the “Trump Account”. While this new account shares some characteristics with accounts that existed before, it also has some unique qualities that could make it useful in giving […]

Clients and friends,  Over 42 million or more than 1 in every 10 Americans are challenged by food insecurity. This is an issue that impacts communities in every county and every state in our country.  Nearly half of all US workers report living paycheck to paycheck, meaning that they could be one financial emergency away […]

You may have noticed that U.S. equity markets recently experienced a correction, with more volatility in the past few weeks than we’ve seen since the bear market of 2022. With growing pessimism about financial conditions, and domestic and foreign policy evolving by the day, investors are wondering what, if anything, they should be doing in this chaotic time.

Last week marks eight years since joining the Hightower partnership. Our clients are the best!  We value the relationship that we’ve built with each and every one. We are grateful for the support of our friends at Hightower corporate as well as the many partners and colleagues that we’ve met and shared ideas with since […]

As our world tries to digest the results of the recent national election and evaluate their impact, our country begins the process of preparing to transition to a new administration as well as new congressional leadership in Washington. We understand that investors may be feeling a range of emotions and understandably may have some questions […]

Happy November! We hope that this message finds you well. With the election countdown in the final stretch, we know that many are watching polls closely for any signs that may help indicate the potential outcome. Please know that financial markets are used to navigating change. While election results certainly matter, we believe that neither […]