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20 Aug Trump Accounts – A Use Case?

Posted at 14:18h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

Trump Accounts--also known as Section 530A accounts--were created as part of President Trump's One Big Beautiful Bill Act (OBBBA), which was signed into law on July 4th, 2025. I wrote about these accounts a few weeks before the bill was passed and what I thought...

13 Aug How To Improvise A Life

Posted at 18:22h in The Friday Brief by Jared Korver, CPA, CFP®

"We’re all being surprised at the same time." Seth Godin riffed on this Keith Jarrett quote (regarding jazz improvisation) a few days ago, and I thought I'd pick it up as well. Keith Jarrett. JPRoche, CC BY-SA 4.0 https://creativecommons.org/licenses/by-sa/4.0, via Wikimedia Commons I've always liked the idea of jazz...

06 Aug Finding Your Balance

Posted at 17:58h in The Friday Brief by Ellen Martin

As I write this post, the S&P 500 and DOW Jones are reaching new all-time highs. Would you have believed me if I told you that back at the end of March, when the S&P 500 was down almost 7% from the start of the...

29 Jul The Best Is Still Ahead, The Worst Is Still Nearby

Posted at 18:16h in The Friday Brief by Geoff Hall, CFP®, RICP®, ChSNC®

About a year ago, I wrote a Friday Brief called The Best Ahead, The Worst Nearby. It was inspired by Morgan Housel's observation that successful investors have to believe two things at the same time: that the long-term future is likely to be better than...