Before Your Client Funds a Trump Account, Ask Them ‘Why’
Before funding a Trump Account, families should evaluate their broader gifting goals. Learn how Trump Accounts compare with 529 plans, custodial accounts, and brokerage strategies.
Five Charts for the Week that Was: August 21, 2026
Chief Economist Jeanette Garretty provides 5 economic charts covering topics including first time home buyers, housing affordability, gas sales, the “Fed put”, and British business investments.
Did You Know: S&P 500 less Expensive Now than January 2026?
Markets remained resilient as strong earnings and improving global economic data supported equities despite higher Treasury yields, ongoing AI sector volatility, and persistent inflation and Fed policy concerns.
Five Charts for the Week that Was: August 7, 2026
Chief Economist Jeanette Garretty provides 5 economic charts covering topics including first time home buyers, housing affordability, gas sales, the “Fed put”, and British business investments.
FOMC Commentary – July 29, 2026
In a move consistent with his dislike for excessive detail, the FOMC announcement that the target Fed Funds rate would remain unchanged at 3.5%-3.75% was extremely brief.
The Inheritance Dilemma: How to Pass Down Wealth Without Destroying Ambition
As posted by Kiplinger Parents planning to leave substantial wealth to their children fear one thing: Will the money make their character or break it? There are some surprisingly practical ways to find out. The transition of wealth carries a quiet, universally recognized paradox: The very resources designed to provide security and boundless opportunity can […]
Ten Charts for the Week that Was: Webinar Bonus Edition
Chief Economist Jeanette Garretty provides 5 economic charts covering topics including first time home buyers, housing affordability, gas sales, the “Fed put”, and British business investments.
2026 Mid Year Economic and Investment Outlook Webinar
Tune in as Chief Economist Jeanette Garretty and Chief Investment Officer Stuart Katz break down what happened in the first half of the year and provide their outlook for the rest of the year. They share insights on today’s investment landscape and how we’re positioning portfolios to help clients navigate changing market conditions with confidence.
Trump Accounts: The Basics
An Overview for Households Trump Accounts are a new savings vehicle for children, created under the One Big Beautiful Bill Act. Below is a quick reference on how they work. Background Account Setup *Charitable and government contributions to Trump Accounts must benefit an entire “qualified class” of children, such as all kids in a given […]
Sharing Is Caring: Market Performance Breadth Improves
Weekly Market Recap Markets traded lower last week, though there was relative strength beneath the major equity indexes. The S&P 500 and Nasdaq both ended the week lower as the largest tech stocks sold off, while the Russell 2000 small-cap index, along with the value and equal-weight factors, produced modest gains. Technology, Communication Services, and […]
Five Charts for the Week That Was: June 26, 2026
Chief Economist Jeanette Garretty provides 5 economic charts covering topics including first time home buyers, housing affordability, gas sales, the “Fed put”, and British business investments.
FOMC Commentary – June 17, 2026
In a move consistent with his dislike for excessive detail, the FOMC announcement that the target Fed Funds rate would remain unchanged at 3.5%-3.75% was extremely brief.