Broker Check

Blog

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...

Show All

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...