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How to Safely Stick With the S&P 500

Those hoping that 2026 would bring calmer markets than 2025 likely hit a bit of a rude awakening in March. Following geopolitical escalation in the Middle East, the Strait of Hormuz closed down, effectively limiting the ability for oil tankers to travel through the...

Optimizing Late-Start 529 Plans: Tactical Strategies for Advisors

For many families, the idealized path of starting an education fund at birth and compounding steadily over 18 years — is an impossible myth. Competing financial priorities, limited cash flow, or simple lack of awareness often delay the first contribution. By the time...

2026 Municipal Outlook Bodes Well For Bond Ladders

2026’s macroeconomic conditions are already shaping up to be similarly chaotic to 2025’s. How will the municipal credit market handle the pressure?  According to the experts at Northern Trust Asset Management, the municipal credit market may remain resilient this year. This analysis came from...

2026 Reveals Key Crypto Trends

Crypto narratives have shifted. Tokenization and stablecoins, once considered more obscure blockchain use cases, have become some of the market’s most mainstream themes. At the same time, cryptocurrencies themselves have become less favored as investors pull back from more speculative parts of the...

Innovator ETFs CIO Day Talks Goldman Sachs Acquisition, Future Options ETFs

In major ETF industry news last week, Goldman Sachs Asset Management completed its acquisition of Innovator Capital Management. Innovator has contributed immensely to ETF product development, with the firm notable for its defined outcome options ETFs. The move brings Innovator’s approximately $31 billion...

Advisors, Families, & 529 Plans: Starting the Conversation

Have you heard the news? 529 Plans have changed in a big way. The so-called “One Big Beautiful Bill Act” passed last year included several changes to the education savings plans. Now, 529 Plan holders have more options to plan for their child’s...
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