Roth Strategy, Earlier: The Planning Opportunity Behind “Trump Accounts”
Tax planning is often less about finding new strategies and more about applying familiar ones at the right time. In many cases, the timing of when income is recognized can have as much impact as the investment itself. A recent topic that fits into this broader idea is the concept of so called “Trump accounts.” […]
The Big Question for Markets: When Will the Middle East Conflict Be Resolved?
Executive Summary U.S. equity indexes finished a volatile, headline-driven week mixed, as a relatively light economic calendar left investors largely focused on shifting geopolitical developments, oil price volatility, and continued pressure on large-cap technology stocks. Equities rallied to start the week amid optimism that the conflict in the Middle East could de-escalate. However, sentiment deteriorated through the end of […]
Week of March 29, 2026 – Weekly Economic Commentary
The OECD (Organization for Economic Cooperation and Development) has gained considerable attention recently with a forecast for US inflation in 2026 well above 4% as a result of escalating oil prices and other consequences of the Iranian war. This forecast was contained in an interim economic outlook formulated sometime after the start of the conflict and published […]