The Trump Account is a newly created savings and investment account for children established through federal legislation. While additional implementation guidance from the U.S. Treasury is still expected, the legislation creates a framework that allows eligible children to begin long-term investing at an early age.

With recent events in the Middle East, we wanted to put out some literature regarding how the market tends to react in times of war and conflict. The relationship between the stock market and war is paradoxical: while war is a human tragedy, history shows it is rarely a long-term bear case for the stock market. Markets are primarily driven by corporate earnings and economic growth, and while conflict introduces significant volatility, it often does not destroy the underlying

As we move through 2026, two perennial topics are once again top-of-mind for investors: income taxes and the stock market. While neither tends to inspire joy, both play a critical role in long-term financial outcomes. The good news? With thoughtful planning, neither has to be a surprise.