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Interest rates, and more specifically, rising interest rates seem to be on everyone’s mind lately. That’s a bit unusual because while people generally find stocks …
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As we approach year-end, it’s time to think about our annual financial planning checklist, including optimizing charitable giving; contributing to retirement plans, FSAs, and HSAs; …
On its face, the third quarter didn’t seem to be very conducive to investment returns, but the overall stock market did rise, albeit modestly. Over …
Running a 401(k) plan has never been simple, and the landscape continues to evolve. Between new regulations, enhanced technology, and rising expectations around fiduciary oversight, …
Why Gold and Silver Prices Moved Like Bitcoin Gold and silver have enjoyed spectacular runs over the past couple of years. In 2025, gold returned …
Stocks rebounded strongly from a slow first quarter by posting double-digit returns across the board in the second quarter. The S&P 500 returned 15.2% for …
Zapata to zap.com: A Dot-Com Era Cautionary Tale Zapata Corp was originally an oil driller founded in 1953 by President George H. W. Bush. It …
What Are Trump Accounts (IRC Section 530A)? At first glance, the new “Trump Accounts” might seem like an easy win for parents, guardians, and grandparents …
Interest Rates: Not Really That Interesting
Interest rates, and more specifically, rising interest rates seem to be on everyone’s mind lately. That’s a bit unusual because while people generally find stocks …
READ MORE