Third Quarter 2026 Review and Outlook
The third quarter was choppy for the stock market - more stocks are hitting new lows for the year than are hitting new highs.
Find out more about Tim’s review and outlook for the rest of 2026 here!
What Happens to Your 401(k) When You Retire?
Your HR department helped you enroll in your 401(k) or 403b…but what happens when you actually retire? Here's what your options actually are (and a few pointers on what to to avoid!).
Margin Loans: Do you have one hiding in your brokerage account?
Most people assume their brokerage account holds only what they've put in. But if margin is enabled, which it often is by default, there may be more going on than you realize. Here's what to know.
Donor Advised Funds: A Charitable giving tool to consider
If you're charitably inclined but not sure how to proceed, donor-advised funds (DAFs) are growing in popularity across all generations.
Second Quarter 2026 Review and Outlook
After the difficult first quarter caused by the war with Iran and the related sharp rise in oil prices, the stock market staged a remarkable recovery in the second quarter. Find out Tim’s review and outlook here!
The New Tax Code Is Here — What It Actually Means for Your Paycheck
The tax code changed this year — and most people don't realize it yet. From a higher standard deduction to a new charitable giving perk for non-itemizers, there's real money on the table. The catch? You only capture it if your withholding is set up correctly.
First Quarter 2026 Review and Outlook
The year started strong, but the war with Iran caused a sell-off and market decline. What other factors will impact the stock market this year?
Fourth Quarter 2025 Review and Outlook
In some senses, 2025 was “A Tale of Two Markets.” Read our recap and outlook for 2026 here.
The “Trump Account” for Babies Just Got a Major Boost: What You Need to Know
A new kind of savings vehicle for children—nicknamed the “Trump account”—was introduced as part of the One Big Beautiful Bill Act. Initially designed to give eligible newborns a $1,000 head start on investing, the program has now received an unprecedented philanthropic boost that could expand its reach to millions more children.