Resilient Wealth Planning

👶💰 Have you heard about the new “Trump Accounts” (also referred to as 530A Accounts)?

If your child was born between 2025 and 2028, they may qualify for a one-time $1,000 federal contribution to jump-start their long-term investments. Even some children born before 2025 may qualify for additional contributions through other programs.

While these accounts can be a valuable way to begin building wealth for the next generation, it’s important to understand:
✔️ Who qualifies
✔️ How the accounts work
✔️ Contribution limits
✔️ How they compare to other savings options like 529 plans

Swipe through to learn the basics ➡️

Midway through the year is a great time to see how far we've come and talk about what might lie ahead. This presentation examines the important financial news of the last six months, including economic developments, world events, and other market influences.

State of the Markets- Halftime Report 2026 Midway through the year is a great time to see how far we've come a...

Volatility is not the enemy. Unpreparedness is.

That's the core message from our episode of the Resilient Investors Podcast — and it's one we keep coming back to with clients who've been watching the headlines and wondering what it means for their portfolio.

In this episode, Kim and I walk through:
• Why market drops feel so different from market rallies (it's not just math)
• How to audit your investment concentration — especially if you're a tech employee with RSUs
• The impact of a new Fed chair on rate-sensitive assets like tech stocks and mortgages
• Why we build portfolios to endure surprises, not forecast them

One of our favorite lines from the episode: "Having a financial plan is like having insurance — we're there to poke holes at the things that could go wrong."

If market noise has been making you second-guess your strategy this summer, this one's for you.

Watch the full episode on our YouTube channel or read the full transcript on our blog. And if you haven't subscribed yet, now's a great time.

https://youtu.be/wi7q7VXITX4?si=iwWMS51KakIv5Cvz