While the ink still dries on the One Big Beautiful Bill Act (OBBBA), we are learning more each day about Trump accounts. These new accounts are essentially an IRA-like vehicle targeted toward children. What we do know is that they will be seeded with $1,000 for children born between 2025 and 2028. Let’s walk through...Read More
We’re proud to share that our Marketing Manager, Kelley Muhsemann, was recently featured in Newsday as part of their “Voices” series. In her piece, “Maybe this is why we stay on Long Island,” Kelley reflects on growing up on Long Island in the 1990s, the memories that shaped her childhood, and the complicated but meaningful...Read More
The recent article “What Income Level Is Considered Rich?” by journalist Erin Gobler, featured in The Wall Street Journal / Buy Side, explores how wealth and financial success are often more nuanced than a single salary number. While national income statistics and IRS data can provide benchmarks for how households compare financially, the article emphasizes...Read More
We’re proud to share that our Chief Investment Officer and CEO, Steven Rogé, recently participated as a featured panel speaker at the 2026 Boston Asset Allocator Luncheon hosted by Titan Investors in Boston. The invitation-only event brought together investment leaders, wealth management professionals, and allocators from across the region for a full day of educational...Read More
