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Tuesday, July 28, 2026

The federal estate tax exemption remains at an all-time high. For some families, that is genuinely good news. But it may also be creating a false sense of security, especially if you live in one of the states that sets its own rules...

Monday, July 13, 2026

Stocks were mixed as oil jumped on renewed U.S.-Iran strikes and Strait of Hormuz threats. The Fed remains split on rate direction, and S&P downgraded Oracle's debt. This week brings CPI, PPI, and the official start of Q2 earnings season.

Sunday, July 5, 2026

ADP and Non-Farm Payrolls both missed in June, giving markets hope the Fed might hold off on rate hikes. New Fed Chair Kevin Warsh dashed that hope Wednesday, saying inflation is still too high.

Monday, June 29, 2026

The Dow and Nasdaq diverged sharply as tech sold off, Iran violated the ceasefire over the weekend, the rate outlook flipped from cuts to hikes, and SpaceX bonds fell precipitously days after an $85 billion IPO.

Tuesday, June 23, 2026

As financial professionals, we spend much of our time helping our clients prepare for retirement. By the time most of our clients are within a few years of retirement, their savings are there, their investment accounts are in order,...

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Sunday, June 21, 2026

Markets finished higher as a U.S.-Iran memorandum of understanding lifted sentiment, but a surprisingly hawkish Fed chair and SpaceX volatility kept investors on edge.

Monday, June 15, 2026

Iran-US peace talks send oil sliding and Dow futures higher. SpaceX's IPO popped 19%, but two non-underwriters slapped it with Sell ratings. CPI and PPI both ran hot, putting new Fed Chair Warsh's first press conference in the spotlight.

Tuesday, June 9, 2026

After years of walking clients through inheritances, business sales, bonuses, and liquidity events, we have seen how these moments unfold in remarkably consistent ways. There is almost always a boat, or something like one. A vacation...

Monday, June 8, 2026

Markets sold off as a blowout jobs report pushed rate-hike odds to 72.7% and Broadcom spooked chip stocks. Plus, a deep dive into SpaceX's S-1 ahead of its June 12 IPO.

Sunday, May 31, 2026

All three major U.S. indices hit record closes as markets cheered an Iran ceasefire extension. But Sunday brought fresh uncertainty. Plus, earnings season wraps strong and a heavy labor data week lies ahead.

Wednesday, May 27, 2026

Why Does Graduation Matter to Parents' Finances? Graduation season is one of the most emotionally charged times of the year for families. But beneath the caps, gowns, and celebrations, something happens financially that often goes...

Monday, May 25, 2026

Dow hits a new record as markets rally on Iran peace deal hopes. Nvidia posts exceptional results while SpaceX's S-1 raises more questions than answers. Plus: what Friday's PCE report means for inflation.

Monday, May 18, 2026

A disappointing U.S./China summit, blistering inflation data, and a bond market that disagrees with Washington's rosy outlook. This week's market recap from Contango Wealth.

Wednesday, May 13, 2026

Why Is This Conversation So Important Right Now? The U.S. is in the middle of a sustained demographic shift. More than 61 million adults are aged 65 and older as of 2025, and that number is projected to reach approximately 82 million...

Monday, May 11, 2026

Markets climbed to record highs as vague peace assurances drove tech and semiconductors higher. Hormuz remains closed, crude near 2026 highs, and inflation data this week will test the Fed's resolve.

Monday, April 27, 2026

Nasdaq and S&P hit record closes as Intel surges 109% YTD. Oil climbs 12% as the Strait of Hormuz remains closed. Five Magnificent Seven companies report this week, headlined by Amazon, Alphabet, Apple, Meta, and Microsoft.

Monday, April 20, 2026

Markets surged on hopes the Strait of Hormuz had reopened, but the détente lasted barely 48 hours. With inflation arriving in earnest and the AI trade delivering spectacular results, it was a week of stark contrasts.

Tuesday, April 14, 2026

Social Security decisions are often framed as a single question: “When should I start drawing benefits?” That question matters, but it can also be limiting. The better question is: how does Social Security fit into my overall...

Tuesday, April 14, 2026

DAFs at Schwab can streamline tax-smart giving—especially in high-income years, with appreciated stock, IPO events, sales, or windfalls.

Monday, April 13, 2026

Markets rallied last week despite slowing growth, surging inflation, and no resolution in Iran. Q1 earnings season kicks off this week with the major banks, Taiwan Semi, and Netflix in focus.

Tuesday, April 7, 2026

Don’t Let the Name Distract From the OpportunityAt Contango Wealth Management, we focus on substance over labels. And while this new children’s savings vehicle—often called a “Trump Account” (or 530A account)—may not resonate with...

Monday, April 6, 2026

Markets rallied as shifting U.S. messaging on Iran drove volatility. Oil surged amid uncertainty, while economic data showed mixed strength with solid hiring but softer services activity.

Thursday, April 2, 2026

If you are a parent of a teen or young adult, how do you teach them to make confident money decisions before the stakes are high? Teaching teens and young adults about money is less about formal instruction and more about repeated...

Monday, March 30, 2026

Markets declined as Middle East tensions escalated, pushing oil prices higher and adding pressure to equities. Major indexes moved closer to correction territory while economic data remained mixed and largely in line with expectations.

Monday, March 23, 2026

Key TakeawaysHere are some questions this blog aims to answer:How can parents or grandparents help with a down payment for adult children?What are ways to gift a down payment, and how do the annual gift tax exclusion and lifetime...

Monday, March 23, 2026

Markets fell as Middle East tensions and Strait of Hormuz risks weighed on sentiment. Hotter inflation reduced Fed cut expectations, pushing yields higher. Oil stayed elevated, while earnings remained generally constructive.

Monday, March 16, 2026

Markets fell as oil surged amid Middle East tensions and a disrupted Strait of Hormuz. Economic data showed slowing growth & persistent inflation. We will tactically rebalance tax-deferred accounts in response to current market conditions.

Monday, March 2, 2026

Key TakeawaysHow much wealth are women on track to control in the next decade, and why does that matter?What does the life expectancy gap between women and men mean for how long money needs to last?How common is it for women to be...

Tuesday, February 24, 2026

Key TakeawaysTreat tax strategy as a continuous process, not a once-a-year filing exercise.Coordinate with financial and tax professionals throughout the year to identify opportunities for efficiency.Review contribution limits,...

Monday, February 23, 2026

Markets gained after the Supreme Court struck down tariffs, though new temporary tariffs followed. Fed minutes signaled no imminent rate cuts as inflation edged higher. Rising geopolitical tensions and oil prices add potential volatility.

Wednesday, February 11, 2026

Key TakeawaysEmotions and biases might influence financial choices more often than most people realize.Behavioral patterns, such as loss aversion, familiarity bias, and herd mentality, can impact long-term results.Recognizing emotional...