News and Updates
The SpaceX IPO (SPCX): My Take on the Biggest Debut in History
On Friday, SpaceX goes public — the largest stock-market debut the world has ever seen. It’s a remarkable company and a genuinely exciting moment. It’s also priced for perfection. Here’s exactly how I’m thinking about it for your portfolio.
The SpaceX IPO: A Once-in-a-Decade Listing
The SpaceX IPO is just three weeks away — and at a $1.75 trillion valuation, it would be the largest public listing in history. Here’s a clear-eyed breakdown of the bullish case, the real risks, and who this stock actually makes sense for.
The $6,000 Senior Bonus Deduction Most Retirees Are Missing
There’s a brand new senior bonus deduction worth up to $12,000 sitting on the table for older Americans — and most retirees have never heard of it.
A Blockbuster April for the S&P 500
The S&P 500 just delivered its best month since November 2020 — surging 10.4% to a fresh all-time high. Here’s what drove the historic April rally, and three powerful reasons to stay bullish on the rest of 2026.
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.
Review Beneficiaries Every 12 Months
Effective estate planning includes reviewing beneficiaries on IRA and taxable accounts every 12 months.