News and Commentary

I must say! I'm a PROUD dad. Isabella, my beautiful daughter, received her First Holy Communion. This was a BIG, SPECIAL and IMPORTANT moment in her faith; and it was so nice to see her take it all in with blessing and grace. But now she's onto the finances! Isabella wants to know all about her communion money. So, this is daddy's BIG MOMENT to teach her about how to SAVE and INVEST(!).

Trump Accounts are a historic new savings tool created under the One Big Beautiful Bill to offer the next generation a jump start on saving. Here’s how they work.

Women often face unique and complex circumstances when it comes to finance and investing. Here’s how to navigate them and take control of your financial future.