Recent News and Articles
The S&P 500 and Your Portfolio – Positioning for the Next Shift in Market Dynamics
Discover how to optimize your investment strategy by diversifying beyond large-cap U.S. stocks into emerging markets, mid-sized companies, and small-cap sectors as global market dynamics shift in 2026.
CJM Video Market Update: April 2026
Parker and Kevin review first quarter 2026 market performance, highlighting volatility driven by geopolitical tensions, rising oil prices, and inflation concerns. We also share our outlook for investors and key expectations for the remainder of the year.
529 Plan Update: 2026 Edition
Recent updates to 529 plans have broadened their benefits and flexibility. Learn how new legislation may create additional tax-efficient education planning opportunities for families.
Giving With Intention: Tax-Smart Ways to Support Family and Charity
Gifting doesn’t have to be a year-end scramble. In this video, Parker G. Trasborg, CFP® and David D. Greene, CFP® walk through tax-smart ways to support family and charities while planning intentionally for 2026.
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