News and Updates
Backdoor Roth IRA 2026
The Backdoor Roth IRA is a completely legal, IRS-approved tax strategy that allows high-income earners to get money into a tax-free Roth account — even when the front door is locked. Here’s how it works in 2026, the pros and cons, and who should consider it.
S&P 500 Back within 3.5% of All-Time High
The S&P 500 weathered a bout of Q1 volatility driven by geopolitics — not fundamentals. The bull market is intact, earnings are accelerating, and here are four strong reasons the outlook for the rest of 2026 looks bright.
S&P 500 March 2026 Update: Staying the Course
A modest pullback from all-time highs is not a warning sign. Here’s what’s driving the short-term weakness — and three strong reasons to stay optimistic about the full year.
The #1 Benefit of a Living Trust
How a simple legal document can keep your family out of court, protect your privacy, and transfer your wealth on your terms — fast.
Global Drone Sales Projected to Grow 123% in Next Five Years
Global drone sales are projected to double in the next four years. I have uncovered three drone industry leaders that are cashing in on the trend with record sales and profits.
Tech Weighs on S&P 500 in February
The tech sector was weak in February but the S&P 500 held up and is set to close the month with a small decline.
Review Beneficiaries Every 12 Months
Effective estate planning includes reviewing beneficiaries on IRA and taxable accounts every 12 months.
S&P 500 Gains 1.5% in January
This S&P 500 is off to a good start in 2026 and that signals a high probability of more gains this year.
Gold up 65% in 2025 – Here’s the Plan
Precious metals were on fire in 2025, with gold and silver both hitting new all-time highs. In the short run gold and silver are overbought but in the long run I still see opportunity.
My #1 Growth Sector for 2026
Space exploration is one of the fastest growing industries in the world and that’s creating a compelling investment opportunity.