UTMA Accounts: Pros, Cons, and How They Compare to Other Savings Options Oct 21, 2026 UTMA accounts have long been a popular way to save and invest for children, but many families are still unsure how they work and whether they make sense for their goals.An UTMA (Uniform Transfers to… Read more Q3 2026 Market Update By John Terrill on Oct 21, 2026 Market Performance & TrendsUS large cap stocks advanced, while smaller companies and much of the bond market struggled. The quarter reinforced an important distinction: a healthy economy does not… Read more Understanding Medicare and IRMAA By Ashten Jackson on Oct 01, 2026 Most individuals become eligible for Medicare beginning the month they turn age 65. Enrollment can begin as early as three months before your 65th birthday, and your Initial Enrollment Period lasts… Read more Is a 529 Plan Right for Your Family's Education Goals? By Katelyn Levesque on Sep 03, 2026 A new school year is officially in full swing and seems to arrive earlier every year. Whether you're funding private school tuition for your children or helping save for college, vocational training… Read more Understanding “Trump Accounts”: What You Need to Know By Sydney Chyba on Jul 20, 2026 Trump accounts have been all over the news since they were announced in 2025. But what are they, and how do they work? Many people have been understandably confused. Now that accounts are live as of… Read more Q2 2026 Market Update By John Terrill on Jul 20, 2026 Market Performance & TrendsThe second quarter of 2026 produced positive stock market returns across the board, from domestic to international stocks and value to growth stocks. The S&P 500… Read more Backdoor Roth Contributions: A Powerful Planning Tool for High-Income Earners By Sydney Chyba on Jun 22, 2026 Contributing to a Roth IRA can be a powerful financial planning strategy. Roth accounts offer tax-free growth, and qualified withdrawals are completely free from federal income tax. This makes them… Read more Emily Dixon recognized in InvestmentNews $100M Club Top Female Advisors 2026 Jun 17, 2026 Manhattan, Kansas (June 17, 2026) – Emily Dixon, Vice President, Trust Officer, and Wealth Advisor at The Trust Company, has been recognized in InvestmentNews’ $100M Club Top Female Advisors 2026,… Read more Raising Money-Smart Kids: A Parent’s Guide to Financial Education by Age Apr 29, 2026 Financial education isn’t a one-time conversation. It’s an ongoing process that evolves as your child grows. From counting coins to understanding credit, each stage presents meaningful opportunities… Read more Q1 2026 Market Update By John Terrill on Apr 20, 2026 Market Performance & TrendsThe stock markets started 2026 with more of the same as the S&P 500 was up 4.88% through the first two months of the year. However, the beginnings of the conflict… Read more Pagination Current page 1 Page 2 Page 3 Page 4 Page 5 Page 6 Page 7 Page 8 Page 9 Next page ›› Last page Last »
