Identity Theft Awareness Week puts a spotlight on one of the fastest-growing cybercrime problems worldwide. As more of daily life moves online, personal data has become a high-value target, and criminals are getting better at exploiting it quietly and at scale. From large-scale data breaches to highly personalized phishing messages, identity theft today rarely looks dramatic […]
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Weekly Market Update: Volatility Ahead of Fed Meeting
Last week was marked by volatility as investors moved cautiously ahead of this week’s Federal Reserve meeting. Wall Street struggled to find direction amidst tariff concerns and geopolitical tensions, resulting in sharp moves in key sectors, with several major market indexes ultimately ending the week lower. The Dow, the S&P 500, and the NASDAQ declined […]
Read MoreNo More Groundhog Day for Your Finances: Time for a Financial Wellness Checkup
Just like Groundhog Day, our financial habits can repeat themselves, month after month and year after year. That is, until we consciously break the pattern. Now is a good time to check on your finances, since it’s still early enough in the year to make meaningful changes. A financial wellness checkup can help you identify […]
Read MoreWeekly Market Update: Stocks Dip as Earnings Season Begins
The U.S. stock market endured quite a bit of volatility last week. A rally last Thursday wasn’t enough to prevent the three major market indexes, the Dow, the S&P 500, and the NASDAQ, from closing in the red. The Global Dow and the small caps of the Russell 2000 posted modest gains by last week’s […]
Read MoreABLE Accounts Now Open to More Americans with Disabilities
ABLE (Achieving a Better Life Experience) accounts are tax-advantaged accounts that enable Americans with significant disabilities to save or invest for the future without jeopardizing eligibility for public benefits. As of January 1, 2026, eligibility has expanded to include individuals whose disability began before age 46 (previously, the disability must have begun before age 26). […]
Read MoreWeekly Market Update: Dow Hits Record High
In this weekly market update, Wall Street responded to mixed economic data by closing higher last week. The Dow reached a record high, ending the week well above the 49,000 milestone, surpassing that mark for the first time in its history. Investors were not deterred by a rather lukewarm jobs report, as the S&P 500 […]
Read MoreIRS Issues Guidance on 530A (Trump) Accounts
In December 2025, the U.S. Treasury Department and the IRS released guidance (Notice 2025-68) on 530A accounts (also known as “Trump Accounts”), a type of tax-advantaged savings account for children created by the One Big Beautiful Bill Act. This guidance provides more details on how the accounts will work. Growth period A 530A account is […]
Read MoreWeekly Market Update: Markets Ease Early in 2026 Amid Inflation and Fed Uncertainty
Wall Street began 2026 in rather lackluster style, with each of the major benchmark indexes listed here closing the week lower, with the exception of the Global Dow. A brief tech rally last Friday wasn’t enough to prevent stocks from closing the week in the red. The common year-end rally, known as the “Santa Claus […]
Read MoreWeekly Market Update: Stocks Rebound as Inflation Cools and Economic Data Catches Up
The stock market declined for most of last week, only to rally last Thursday and Friday. The last two weeks have been “catch-up” periods for the economy with the release of a large influx of economic data following the 43-day government shutdown. While last week started with heavy selling, particularly in the tech sector, a […]
Read MoreTrump Accounts for Children: Key Rules and 2026 Details
On December 2, 2025, the IRS issued Notice 2025-68 to provide a general overview of how Trump Accounts will work, and to address initial questions about eligible investments, distributions, reporting, and coordination with the rules applicable to other types of Individual Retirement Accounts. Key Rules Trump Accounts may be established in 2026, using IRS Form […]
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