Insights

September 2026 market update

September 10, 2026

July left two stories on the table: a split equity tape under a nearly unchanged S&P 500, and a war in the Strait of Hormuz that had already pushed crude

July left two stories on the table: a split equity tape under a nearly unchanged S&P 500, and a war in the Strait of Hormuz. August answered only the first of those.

Do Trump Accounts make sense for you?

August 31, 2026

In 2026, a provision of 2025’s One Big Beautiful Act became available to use: Trump Accounts. These accounts combine many of the features of existing accounts into a new package

Trump Accounts combine many of the features of existing accounts into a new package with distinct benefits. Read on to find out if they’re a good fit for you.

Inflation risk: What it is, and why it matters

August 28, 2026

Even “normal” inflation (the average inflation rate is around 3% a year) means that your money will buy less over time. Here's how to manage that risk.

Even “normal” inflation (the average inflation rate is around 3% a year) means that your money will buy less over time. Here’s how to manage that risk.

How to invest in an index

August 26, 2026

We frequently talk about the importance of a diversified portfolio. Diversification across a wide array of stocks can help protect investors from certain types of market risk. There are several

You hear about the importance of a diversified portfolio; there are several ways to invest in a diversified bucket of stocks. The most common include mutual funds, exchange-traded funds (ETFs), and direct indexing.

The tax surprise lurking in bonuses

August 22, 2026

The tax and withholding rate on bonus compensation can lead to surprises... and confusion. Here's what you need to know to make the most out of your bonus.

The tax and withholding rate on bonus compensation can lead to surprises… and confusion. Here’s what you need to know to make the most out of your bonus.

Investment accounts: Do you have a tax strategy?

August 17, 2026

There's more to diversification than asset classes. We also want to consider the type of accounts you keep your assets in. This can lead to tax benefits.

There’s more to diversification than asset classes. We also want to consider the type of accounts you keep your assets in. This can lead to tax benefits.

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