What Is a Trump Account – And Should You Have One?
WHAT IS A TRUMP ACCOUNT—AND SHOULD YOU HAVE ONE? BY SARAH MELLGREN, JD, CFP* The “One Big Beautiful Bill” was signed into law on July 4, 2025, bringing with it
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MoneyMatters Market Update Q3 2026 – Confidence in an Uncertain World
MoneyMatters Market Update Q3 2026 – Confidence in an Uncertain World Markets rarely wait for uncertainty to clear before moving higher. Earlier this year, headlines and market commentary were focused
MarketEdge – Artificial Intelligence: Participating Without Overconcentrating
Artificial Intelligence: Participating Without Overconcentrating Technology stocks took a brief backseat during the first quarter, with many high-profile names pulling back from their all-time highs amid concerns about valuations and
MoneyMatters Market Update Q2 2026 – Evolving Markets, Expanding Outcomes
Evolving Markets, Expanding Outcomes The first quarter of 2026 unfolded in distinct phases, highlighting how quickly market sentiment can shift as world events evolve. The year began with a continuation
MoneyMatters Market Update Q1 2026 – White Noise to Tune out all the Racket
If it feels like the voices in today’s news are louder than ever, with all sides shouting to be heard, you’re not imagining it. Turn on the television, open a
MoneyMatters Market Update Q1 2026 – What’s Old is New Again
As we reflect on 2025, it’s clear the year rewarded disciplined, diversified investors—but the journey was anything but smooth. After a solid start, US equities faced meaningful headwinds in early