Missions

Profit or Profiteering?

Profit margins reveal who really wins in the economy. Banks and oil giants dominate, while grocers barely survive—and any business can improve margins through pricing, efficiency, and smarter product mix.

Briefings - The Economy

Monthly Economic Update: April 2026

April saw stocks shatter records as market benchmarks topped milestones, fueled by AI mania and diplomatic relief, despite stubborn inflation forcing a cautious Federal Reserve pause.

Briefings - Markets

Employment Recession

The delayed nature of official recession declarations means that blue-collar workers often endure significant financial hardship months before economic data finally confirms a widespread national downturn.

Retirement

The Evolution of Retirement Savings

From traditional IRAs to the new 530A "Trump Accounts," evolving legislation and automatic features continue to expand wealth-building opportunities, helping more Americans secure their long-term financial futures.

Insurance

Plan to Age with Dignity

Aging is inevitable—but being unprepared doesn’t have to be.

Taxes

74,000 Pages of Complexity

The U.S. Tax Code’s 74,000-page complexity creates bizarre deductions and systemic inequities, costing the economy more in compliance than it generates in corporate tax revenue.

College Planning

The Trump Savings Account

The Trump Account is part of the “One Big Beautiful Bill”, recently signed into law, as another option to save for education, business or first time home ownership.

Estate Planning

Stepping Up Basis – Creative Estate Planning

This article ponders gifting highly appreciated stock to elderly parents for a step up in basis when they pass.

Elder Care Planning

The Sandwich Generation Struggle

Conversations with aging parents about finances can feel difficult, but knowing their financial resources, assets, and healthcare plans will help you make smarter decisions. Ask questions such as: 📝 Do…

Investing

Profit or Profiteering?

Profit margins reveal who really wins in the economy. Banks and oil giants dominate, while grocers barely survive—and any business can improve margins through pricing, efficiency, and smarter product mix.

Basic Training

Insurance Part 1 – Basic Training

In this Basic Training series we look at some of the important types of insurance.

Financial Planning

ABLE Account Benefits

ABLE (Achieving a Better Life Experience) accounts are tax‑advantaged savings vehicles that allow people with significant disabilities to save and invest for the future without jeopardizing eligibility for key public…