top of page
Search


What Parents Need to Know About Setting Up Upcoming Trump Accounts Going Live on July 4th
As part of recent legislation, a new savings vehicle commonly referred to as a Trump Account is expected to become available for eligible children. While many implementation details are still being finalized, these accounts are intended to encourage long-term investing and wealth building from an early age. For parents, the biggest opportunity may not be the account itself, it may be the power of starting early. What Are Trump Accounts and Why Do They Matter for Parents? Trum

Jacquie Webster, CFP®
1 day ago4 min read


Concentrated Stock Positions: What the SpaceX IPO Can Teach Every Investor
The recent SpaceX IPO has created a wave of excitement among employees, early investors, and the broader investment community. After years of holding private shares with limited liquidity, many shareholders suddenly have access to a public market for a company that has generated extraordinary wealth. The IPO became one of the largest in history and quickly drew significant investor attention. For SpaceX employees and investors, this moment represents a life-changing financial

Jacquie Webster, CFP®
1 day ago4 min read


Cash for Kids: What to Know About the $1,000 Accounts for Newborns
The concept of endowing newborn children with government-funded savings accounts has been around for years, but gained renewed attention with President Donald Trump's recent proposal. These accounts, referred to as “Trump Accounts" as part of the ”One Big Beautiful Bill Act” aim to address wealth inequality and provide young adults with a financial head start. This article explores the details of Trump's proposal, its potential benefits, and the debates surrounding it. Purpos

Jacquie Webster, CFP®
Jun 17, 20254 min read


Here today, gone tomorrow? The backdoor Roth IRA takes center stage.
There’s been a lot of talk lately about the backdoor Roth IRA. In particular, its potential elimination if the new federal spending bill...

Breanna Stott, CFP®
Nov 4, 20213 min read


The Top 3 College Savings Strategies To Curb Inflation
With student loan debt averaging $37,000 per borrower, it’s no wonder education planning is top of mind for many parents. Creating an...

Kyle Fulton
Oct 26, 20215 min read


How A Low Rate Environment Is Forcing Investors To Take More Risk
Recent events have caused many investors to seek low-risk investments. But interest rates on "safe-haven" investments have been...

Breanna Stott, CFP®
Oct 5, 20214 min read


A Guide to Investment Analysis
Before making any investment decision, you should start by evaluating the strength of the security. Below, we present a useful guide when...

Kyle Fulton
Sep 23, 20215 min read


5 Habits of Successful Investors
As you develop your investing skills, learn these 5 habits of successful investors to help you fine-tune your personal strategy and gain...

Kyle Fulton
Aug 12, 20214 min read


6 Options to Consider When Selling and Buying a Home in a Seller’sMarket
This article was originally published to Redfin.com on May 7, 2021 by Alison Bentley. Homeowners in a seller’s market face a conundrum....

Breanna Stott, CFP®
Aug 2, 20217 min read


Are Your Cash Savings Riskier Than You May Think?
In a market environment that is highly volatile, any unfavorable economic, market or pandemic related news can move the financial indexes...

Breanna Stott, CFP®
Jul 30, 20214 min read


Spotlight: Exploring Life & Business with Breanna Stott of Finwell
Breanna Stott, Finwell's Founder & CEO, was recently interviewed by the Nashville Voyager to talk about her journey starting Finwell,...

Breanna Stott, CFP®
Jul 29, 20214 min read


SPACs: What are they, and could they be a good fit for your portfolio?
You've probably heard the term “SPAC” a lot recently. But what actually is a SPAC? And are they right for your portfolio goals?

Kyle Fulton
Jul 15, 20214 min read
bottom of page