The Next Bear Market Is Coming. Is Your Retirement Ready?
The next bear market is not a possibility. It is a certainty with an unknown date. Most of the industry will hand you a slogan when it arrives. We would rather ...
Read More →
Never Bet Against America: 10 Facts Behind Long-Term Optimism
Two hundred and fifty years ago, thirteen colonies with about 2.5 million people declared independence from the most powerful empire on Earth. It was, by any ...
Read More →
The Panicans Are Always Wrong
A decade of doomsday predictions, political hysteria, and the investors who paid the price for listening.
Read More →
Trump Accounts: What’s Changed and What Families Should Know in 2026
When we first wrote about Trump Accounts in December, the program was still largely conceptual. Legislation had passed, the IRS had issued initial guidance, ...
Read More →
Zero Panic Selling: How Our Clients Weathered the 2025 Crash
Ten months ago, the sky was falling.
Read More →
The Big Beautiful Bill: Tax Law Strategies for High Earners
Learn more about the history of the One Big Beautiful Bill Act →
Read More →%20A%20Surprising%20Take%20on%20the%20Deficit.png?width=600&height=600&name=The%20Case%20for%20Tariffs%20(Yes%2c%20Really)%20A%20Surprising%20Take%20on%20the%20Deficit.png)
The Case for Tariffs (Yes, Really): A Surprising Take on the Deficit
There’s a glaring contradiction in today’s economic discourse, and it clouds the investment outlook. The loudest voices warning about America’s unsustainable ...
Read More →
Counterpoints: Tariffs, Temptation, and the Illusion of a Solution
Why solving our fiscal problems requires more than populist revenue Dan’s recent blog on tariffs sparked great debate—and it’s exactly the kind of ...
Read More →
Legislative Timeline: How the One Big Beautiful Bill Became Law
Read More About How These Legislative Changes Impact High Earners → [Updated as of 07/09/2025] On July 7, 2025, the “One Big Beautiful Bill,” a major tax and ...
Read More →
What Happens in Your House Is More Important Than the White House
Turn on the news and you’ll be flooded with political noise—but let’s cut through the clutter:
Read More →
“This Too Shall Pass." The Five-Year Anniversary of the Covid Crash
“This Time it’s Different.” The markets have given us a lot to digest lately. From shifting tariffs under the Trump administration to Elon Musk’s influence on ...
Read More →