

Markets, Midterms, and Misconceptions
If financial markets had a campaign slogan during midterm elections, it would probably be: "Tell me who's in charge, so I can get back to work." Markets generally dislike uncertainty more than they dislike any specific political outcome. Leading up to midterm elections, investors are left guessing about future tax policy, spending priorities, and regulatory changes. Once the political dust settles, clarity often replaces speculation, allowing investors to focus on the fundame
Sep 237 min read


The 7 Questions Investors Are Asking Right Now (And What History Says)
Our latest article simplifies the conversation by answering the seven biggest questions investors are asking right now: Has inflation really been defeated? Is AI becoming another dot-com bubble? Will the midterm elections or oil prices affect the market? What history tells us about staying invested during uncertain times.
Aug 55 min read


The New Kids on the Block: Understanding Trump Accounts
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.
Jul 165 min read
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