Plain answers, posted as they come up
Notes from the team on retirement spending, the move to &Partners, and the questions clients bring to the table.
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Trump Accounts: Are they right for your family? A guide to the new child investment account
Read the article →: Trump Accounts: Are they right for your family? A guide to the new child investment accountWhat are Trump Accounts (530A IRAs)? And how do these investment accounts for children compare to other, popular accounts? Our article and comparison chart…
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Prism 2026 Second Half Outlook – Positioning portfolios for higher inflation
Read the article →: Prism 2026 Second Half Outlook – Positioning portfolios for higher inflationTake a holistic approach to managing inflation, and other investment recommendations for the second half of 2026.
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Rapid Response SpaceX IPO
Read the article →: Rapid Response SpaceX IPOThe largest IPO in history is here. Explore the key drivers, market dynamics, and investment implications of SpaceX’s debut.
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Protect yourself from financial fraud
Read the article →: Protect yourself from financial fraudScams are getting more sophisticated, but you can take steps to help protect yourself. Learn how to spot fraud and stay safe.
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Benefits of proactive tax planning with Matt Doran and Steven A. Jarvis, CPA
Read the article →: Benefits of proactive tax planning with Matt Doran and Steven A. Jarvis, CPAMatt Doran was a guest on the Retirement Tax Services podcast. Listen to their discussion on topics like why advisors should review client tax…
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Fuller, Not Busier: Being Spontaneous in Retirement
Read the article →: Fuller, Not Busier: Being Spontaneous in RetirementAsk any happy retiree what they love most about this stage of life, and you’ll rarely hear them talk about their daily routine. They’ll…
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What is a Trump Account, and Should You Open One for Your Child?
Read the article →: What is a Trump Account, and Should You Open One for Your Child?If you’re a parent or grandparent reviewing child savings account options, you’ve probably heard about Trump Accounts. Created under the One Big Beautiful Bill…
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Gardening in Retirement: A Hobby Worth Digging Into
Read the article →: Gardening in Retirement: A Hobby Worth Digging IntoRetirement opens up the time to try new things. The question is what to do with that time. Gardening in retirement has become one…
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Your Portfolio Was Built for This
Read the article →: Your Portfolio Was Built for ThisWhen markets swing sharply, the instinct to do something feels almost overwhelming. People check their balances more often. They sometimes move money to cash.…
We write when there’s something to say
We publish when there’s something useful to say and send a note when we do. No market commentary for its own sake, and unsubscribing takes a click.
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