April 2026
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A Simpler Way to Make Estimated Tax Payments
If you make estimated tax payments, there’s an important update to be aware of. The IRS now requires that estimated… -
Is Gold a Smart Hedge, or Just Shiny…. Should Gold be in Your Portfolio?
By Devon Walsh, CFA Is it all glitter? Due to geopolitical uncertainty, investments in rare metals like gold and silver… -
Unlocking Their Full Potential: 529 Plans
By Nathan Alexander, CPA, CFP® When we consider the puzzle of how to fund higher education, we often think of… -
A Parent’s Perspective on College Savings: The Power of 529 Plans
By Angela Bowman Over the years, we have written many times about 529 plans and the importance of starting early. This… -
Newsletter Introduction
By Chris Cassidy IN 2025, PRECIOUS METALS WERE one of the best performing asset classes. Gold returned over 60% for…
