Category: Articles

Five charts reveal widening cracks in today's market: stretched valuations, sentiment gaps, a flattening yield curve, and a surge of new IPOs.

Is China closing the gap in AI innovation? Discover the Chinese AI cost advantage and its impact on global AI competition.

Beware of fake scam texts demanding urgent payment. Learn how to identify fraudulent messages and protect yourself.

Trump Accounts launch July 4, 2026 — a new starter IRA for kids with a $1,000 seed. Kawika Shoji compares them to 529s, UGMA/UTMA, and custodial Roth IRAs.

The SpaceX IPO arrives June 12 at a $1.75 trillion valuation. Neil Rose on getting shares, the lock-up risks, and why position sizing matters most.

“Don’t believe the degree itself matters.” A father’s frank letter to his 18-year-old son on cost, value, and what college is really for.

Is college still worth it? Neil Rose reflects on sending his firstborn off to school and what a degree actually means today.

Money is renewable. Time is not. Why financial planning needs to make space for the question we don't ask enough: when do we actually start enjoying it?

Insider trading in Washington has gone from hidden to brazen. What the surge in trades, prediction markets, and shrugs from regulators means for US markets.

Most advisors and CPAs never speak and that gap costs clients money. Here's how proactive coordination between your advisor and CPA can improve your outcomes.

Some investors often let taxes drive poor decisions. Learn the six most common tax-driven investing mistakes—and how to keep taxes in their proper place.

The tax code is generous to grandparents who want to give. Explore the annual exclusion, direct tuition payments, 529 superfunding, and more for 2026.