Day: September 10, 2026
Trump Accounts
In Shakespeare’s famous tragedy, Juliet laments “What’s in a name? That which we call a rose by any other word would smell as sweet.” Juliet, of course, was referring to the forbidden last name Montague. And just as she didn’t reject Romeo for the offense of his name, you should not reject Trump Accounts. Whether you love him or hate him, the Trump Accounts should be considered, especially if your child or grandchild is born between 2025 and 2028—but there may be better account types available. So, what exactly are Trump Accounts? A Trump Account operates a bit like a Traditional IRA, but it is specifically intended for minor children. Some of the standard IRA rules apply, but there are also some new rules that are specific to the Trump Accounts. Disappointingly, they do not offer any tax deductions for contributions. The number one most important thing to know is that children born between 2025 and 2028 will get a free $1,000 contribution from the U.S. Treasury! This is something that should ABSOLUTELY be taken advantage of. How do they work? How do I open a Trump Account? The first step is to download the Trump Accounts app. Once you
AI Is Changing the World. Should It Change Your Portfolio?
There is no question that artificial intelligence is one of the most powerful forces shaping the financial markets today. And one of the greatest temptations during a powerful investment cycle is to abandon diversification because one area of the market appears to offer superior returns. The stronger that area performs, the more convincing the argument becomes. Investments in AI are at the center of this conversation. Through August 24, 2026, the S&P 500 has gained approximately 11.8% for the year and remains near record highs. The Nasdaq has also gained approximately 11.8%, while the semiconductor sector, at the center of the infrastructure required to build and operate artificial intelligence, has risen substantially more. Those substantial returns lead to a temptation toward concentration in that area. But it is precisely that concentration, not the technology itself, that creates the real risk. You Likely Own More Than You Think The 10 largest companies in the S&P 500 now make up roughly 40% of the entire index, close to double their share a decade ago.1 Many of those names have artificial intelligence as a central component of their businesses. In a typical 65% stock and 35% bond portfolio, for instance, meaningful AI exposure
Trump Accounts
In Shakespeare’s famous tragedy, Juliet laments “What’s in a name? That which we call a rose by any other word would smell as sweet.” Juliet, of course, was referring to the forbidden last name Montague. And just as she didn’t reject Romeo for the offense of his name, you should not reject Trump Accounts. Whether you love him or hate him, the Trump Accounts should be considered, especially if your child or grandchild is born between 2025 and 2028—but there may be better account types available. So, what exactly are Trump Accounts? A Trump Account operates a bit like a Traditional IRA, but it is specifically intended for minor children. Some of the standard IRA rules apply, but there are also some new rules that are specific to the Trump Accounts. Disappointingly, they do not offer any tax deductions for contributions. The number one most important thing to know is that children born between 2025 and 2028 will get a free $1,000 contribution from the U.S. Treasury! This is something that should ABSOLUTELY be taken advantage of. How do they work? How do I open a Trump Account? The first step is to download the Trump Accounts app. Once you
AI Is Changing the World. Should It Change Your Portfolio?
There is no question that artificial intelligence is one of the most powerful forces shaping the financial markets today. And one of the greatest temptations during a powerful investment cycle is to abandon diversification because one area of the market appears to offer superior returns. The stronger that area performs, the more convincing the argument becomes. Investments in AI are at the center of this conversation. Through August 24, 2026, the S&P 500 has gained approximately 11.8% for the year and remains near record highs. The Nasdaq has also gained approximately 11.8%, while the semiconductor sector, at the center of the infrastructure required to build and operate artificial intelligence, has risen substantially more. Those substantial returns lead to a temptation toward concentration in that area. But it is precisely that concentration, not the technology itself, that creates the real risk. You Likely Own More Than You Think The 10 largest companies in the S&P 500 now make up roughly 40% of the entire index, close to double their share a decade ago.1 Many of those names have artificial intelligence as a central component of their businesses. In a typical 65% stock and 35% bond portfolio, for instance, meaningful AI exposure
