Trump Accounts: How They Work & Whether You Should Open One
As if you didn’t already have enough things to consider when thinking about your child’s future, another ball has been tossed your way to mentally juggle. Enter the Section 530A
Investing
Traditional vs Roth 401(k): How to Choose the Right Contribution Strategy
The Simple Framework for 401(k) Contributions Not to sandbag our version of this question right out of the gate, but this blog/article/education exists on every personal finance resource on the
Preparing for Movement in the Markets
When Do We Officially Enter a Recession? Recessions are tough to measure definitively, but as the famous saying goes, you know it when you see it. They are typically defined
Presidential Inauguration and Your 401k
Presidential Elections vs. the Stock Market New President = New Investment Strategy? Not so fast! Historically speaking, there is nothing red or blue about the United States stock market. It’s
Making the Most of Your HSA
To those who have access to them and the means to contribute, a Health Savings Account (HSA) can really feel more like a Hype Savings Account for your financial plan
Upbeat Wealth on the News: Tips for Parents Saving For College
Upbeat Wealth Founder Mike Turi joins Great Day Louisiana’s Malik Mingo to discuss saving tips for education goals and Louisiana’s START 529 Plan. Great Day Louisiana: Saving Strategies for College
What are Series I Savings Bonds?
Learn more about Series I Savings Bonds including the high inflation-adjusted rate and security they can bring to your portfolio.
Foggy Glasses: Investing in Bitcoin
Bitcoin hits all-time highs and the first wave of Bitcoin Futures ETFs are approved by the SEC. What you need to know!
Ghost in the Machine: Our Perspective on the Robinhood/GameStop Trading Frenzy
Our perspective on the Robinhood & Gamestop Trading frenzy as well as fiduciary responsibility along with a few fun recommendations when in New Orleans.