Missions

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.

Briefings - The Economy

Monthly Economic Update: March 2026

Despite a backdrop of geopolitical volatility and sticky inflation, U.S. corporations showed resilience and broadening growth.

Briefings - Markets

Oil Shocked Into a Stable Condition?

The rapid transition from a $115 oil peak to a ceasefire-induced V-shaped recovery potentially proves that temporary geopolitical shocks cannot easily derail a fundamentally robust global equity market.

Retirement

Recent 401k Changes

Since its inception in 1980, the 401(k) plan has become a key tool in helping Americans build wealth.

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

AI Excess & Anxiety Paradox

Between fears of mass job displacement and a multi-trillion-dollar infrastructure bubble fueled by "circular" accounting, the AI industry faces a profound and jittery financial crossroads.

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…