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Join date: Jun 10, 2025
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Jun 23, 2026 ∙ 4 min
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? Trump accounts are a...
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Jun 23, 2026 ∙ 4 min
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 opportunity. But...
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Jun 17, 2025 ∙ 4 min
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. Purpose and Objectives...
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Jacquie Webster, CFP®
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Lead Financial Planner
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