Market Review – August 2026
Despite geopolitical tensions and mixed policy signals, stocks powered higher with technology and industrials leading performance while small caps lagged.
How the New 530A Trump Accounts for Children Work
The One Big Beautiful Bill Act (OBBBA) created a new tax-advantaged savings vehicle for children known as a Trump Account (or 530A Account). Since the legislation passed, several clients have asked whether they should open one for their children or grandchildren. The short answer: the mechanics are straightforward, but the harder question is whether these […]
Market Review – July 2026
Despite geopolitical tensions and mixed policy signals, stocks powered higher with technology and industrials leading performance while small caps lagged.
Market Monitor – Second Quarter 2026
Markets shifted tone and investors grew more anxious of the current economic environment as foreign trade policy took hold with the Trump administration’s announcement of a 10% universal tariff and additional tariffs on various countries.
Market Review – June 2026
Despite geopolitical tensions and mixed policy signals, stocks powered higher with technology and industrials leading performance while small caps lagged.
Are You Ready to Retire Webinar
Despite geopolitical tensions and mixed policy signals, stocks powered higher with technology and industrials leading performance while small caps lagged.
Are You Ready to Retire Webinar
Despite geopolitical tensions and mixed policy signals, stocks powered higher with technology and industrials leading performance while small caps lagged.
Market Review – April 2026
Despite geopolitical tensions and mixed policy signals, stocks powered higher with technology and industrials leading performance while small caps lagged.
How High-Net-Worth Families Use College Funding as a Wealth Planning Tool
For many affluent families, the question is not whether they can afford college, but how to fund it most effectively in a way that complements long term wealth planning, tax strategy and legacy goals. From tax advantaged education accounts to intergenerational gifting strategies, education funding offers powerful opportunities to enhance financial efficiency and transfer wealth […]
What AI Can’t Replace: HCR Wealth’s Greg Heller Shares His Formula for Client Confidence
What AI Can’t Replace: HCR Wealth’s Greg Heller Shares His Formula for Client Confidence TradePMR Synergize Podcast Scaling from a two-person shop in 1988 to the nearly $2B AUM firm it is today, founder & CEO of HCR Wealth Advisors, Greg Heller, credits that growth to his advisors forming unbreakable client connections. As many in […]