
The Future of Taxes
Discover how AI, digital tools, and tax reforms in 2025 are revolutionizing tax filing, planning, and compliance for individuals and businesses.

The Weighing Machine
AI promises innovation, but at what cost? Explore 10 investment risks in AI, from market hype to high costs, regulation, and job disruption.

The Time Machine
Learn how Roth IRAs can be a powerful tool for tax-free wealth growth and legacy planning, inspired by Peter Thiel’s investment strategies.

How a Roth IRA Could Be the Greatest Investment Ever
Learn how Roth IRAs can be a powerful tool for tax-free wealth growth and legacy planning, inspired by Peter Thiel’s investment strategies.

The ABCs of Roth IRA Conversions
Discover the benefits and potential pitfalls of Roth IRA conversions. Learn how strategic planning can secure your retirement and create a lasting financial legacy.

Naughty or Nice?
After a bruising election season that most pollsters and pundits got wrong, America is entering an era of political realignment. With a united government, Republicans will have an opportunity to enact sweeping reforms in both domestic and foreign policy. Investors are naturally concerned about what all this may mean for their portfolios and retirement security.

Tariffs: Boon or Boogieman?
Tariffs are controversial. Some Wall Street analysts worry that tariffs could put a brake on global growth and cause inflation. Others believe that tariffs could be a valuable tool for achieving economic and political objectives, which include balancing trade, protecting certain key industries, and national security.

Five Things Investors Can Be Thankful For
The market climbs a wall of worry, and there is no reliable way to predict what will happen in the short term or even year-to-year. The sudden shifts and often hysterical narrations of the financial media can make investing a fraught experience. But as we gather today with friends and family to give thanks for life’s blessings, it could be helpful to remember that investors in America have a lot to be grateful for.

Nine Ways Investors Benefit From Thanksgiving
According to Statista, Thanksgiving is America’s favorite holiday, narrowly ahead of Christmas and Memorial Day. Americans annually brave the busiest airports and highways of the year to gather together with friends and family, enjoy a feast, and take a moment to appreciate all they have to be grateful for. They may not realize it, but that spirit of Thanksgiving is good for their financial security. In this blog we’ll examine nine ways that gratefulness can make you a better investor.