AN ECONOMIC AND MARKET UPDATE February 2026 EXECUTIVE SUMMARY 2025 ended a third straight of positive domestic equity returns. Introducing our Chief Investment Officer Brian Andrew. Trump Accounts are around the corner. Check out https://trumpaccounts.gov/ for how to make an election to open an account. This was a year where the various moving parts all … Continued
Executive Summary Trump Accounts (IRC §530A) are a new federal, tax-advantaged investment account for children, structured as a special kind of traditional IRA that is owned by the child but managed by an authorized adult while the child is a minor. They are not a social media platform or consumer subscription service. The IRS describes … Continued
ROSES ARE RED, TAXES ARE DUE: HOW VALENTINE’s DAY IS BASICALLY APRIL 15th IN DISGUISE At first glance, Valentine’s Day and the tax deadline seem like opposites. One promises romance, chocolates, and candlelit dinners. The other delivers receipts, spreadsheets, and mild panic. But look a little closer, and you’ll realize they have more in common … Continued