by Ashlee Desteiger | Sep 29, 2026 | Technical Topics
The U.S. Has a Debt Problem. What Does That Mean for Investors? The U.S. debt recently crossed $40 trillion. That’s an enormous number. But on its own, it doesn’t say very much. What matters more is whether the economy is growing fast enough to support...
by Ashlee Desteiger | Aug 27, 2026 | Technical Topics
For many families, building wealth is only part of the equation. The other part is deciding how and when to share it. Whether you want to help a grandchild pay for college, give your children a head start on retirement, or begin transferring wealth to the next...
by Ashlee Desteiger | Mar 27, 2026 | Technical Topics
Bored with bonds? Most people are. But we’d argue you shouldn’t be. Because while bonds may seem simple, the way you invest in them is anything but. Most investors assume owning individual bonds is the “safer” or more predictable way to invest in fixed income. It...
by Ashlee Desteiger | Jan 27, 2026 | Technical Topics
Between custodial accounts, Roth IRAs for kids, 529 plans, and now proposed “Trump accounts,” parents have more ways than ever to save for their children. More choice sounds good — until tax rules start colliding. The biggest mistakes in this area aren’t about picking...
by Ashlee Desteiger | Nov 20, 2025 | Technical Topics
The IRS recently announced key contribution limit changes for 2026 for IRAs, Roth IRAs, employee-sponsored plans, and Health Savings Accounts (HSAs). While the increased IRS contribution limits are helpful, they are largely incremental. They reflect cost-of-living...
by Ashlee Desteiger | Oct 27, 2025 | Technical Topics
Gold prices jumped more than 60% this year, climbing above $4,300 per ounce. It’s no wonder people are asking, “What’s going on?” and “Is this time any different?” Let’s attempt to make sense of the recent gold rally and currency concerns. Some say it’s...
