3 Things 6-30-25
Thing One Nobody Knows (But History Tells Us That’s Okay) From an article in marketwatch .com this week three years ago: “…When it comes to bear markets, investors can take comfort from history which suggests that where there’s a beginning, there’s always an end. And according to Bank of America, investors have only got a few months left to endure the bear market that the S&P 500 SPX, 0.33% tumbled into on June 13, at the start of this week. And then will come the
3 Things 6-23-25
A Letter From Grandma The following is a letter a grandmother wrote to her grandchild (with the some help from her financial adviser): "My dearest grandchild, my heart overflows with love and pride as I write to celebrate your high school graduation. You’ve grown into such a remarkable person, your laughter and kindness lighting up every moment we share. I want nothing but the best for you—a life brimming with opportunity, joy, and success. To honor this milestone, I’m
3 Things 6-16-25
Thing One A "Trump Account" For Every Newborn A recent House Republican proposal, part of the ambitious "One Big Beautiful Bill" championed by President Donald Trump, aims to give every newborn in the United States a $1,000 investment account, dubbed a "Trump Account." These tax-deferred accounts, inspired by state-level baby bond programs, would be seeded with federal funds for children born between 2025 and 2028 and invested in a stock market index fund. Parents could f
