News and Commentary

Another great Zest cooking class in the books! This class reminded us of the importance of prep work. Every step matters: selecting the right ingredients, measuring with intention, and preparing each component before bringing it all together. It’s a lot like building a financial plan. You can’t skip the groundwork—understanding your goals, organizing your resources, and being deliberate about each decision. The magic happens when preparation meets execution. Whether in the kitchen or in finance, success is rarely accidental—it’s created through planning, patience, and a little creativity along the way. Here’s to trusting the process and enjoying the results. 🍽️

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.

I’m pleased to welcome Financial Advisor Drew Oberg to Janney in Cary, North Carolina. Previously with Edward Jones, Drew joins Fried Mouro Wealth Management, an established team that joined Janney in 2019. I’m confident that Janney’s culture, personalized support, and platform will help Drew and the team continue to grow while staying focused on serving clients well. If you’re thinking about what the right partner could look like for your business, let’s connect.