A Retirement Protector Trust™ (also commonly known as a Retirement Plan Trust) is a specialized stand-alone revocable trust designed to receive and protect retirement account distributions such as IRAs, 401(k)s, and other qualified accounts upon your death.
Key Tax Provisions of the OBBB (One Big Beautiful Bill)
In a move to preserve key elements of the 2017 Tax Cuts and Jobs Act (TCJA), as well as introduce new tax policies, lawmakers passed a new piece of legislation: the One Big Beautiful Bill Act, which was signed into law by President Trump on Friday, July 4, 2025.
Provisions of the bill either permanently or temporarily extend aspects of the tax code which affect individuals, businesses, and estates. This brings numerous financial planning implications and opportunities.
The Longer View on Stocks
Does Higher Inflation Hurt Stock Returns? - 38 sec. video
The Importance of Trust Administration in Estate Planning: Why Consulting an Attorney is Essential
Trust administration is a crucial component of estate planning, ensuring that your assets are properly distributed according to your wishes after your passing. Consulting an experienced estate attorney can provide the necessary expertise to navigate trust administration efficiently and effectively, safeguarding your family's financial future and avoiding costly mistakes.
Bearish Sentiment
About Mutual Funds/ETFs and Why We Use Dimensional
Ignoring the Bumps
There’s an important message here about not overreacting during a downturn—it could be a momentary blip in an otherwise upward climb for the markets. In fact, the Russell 3000 had an intrayear decline of at least 10% in 25 out of 45 years since 1979. In 17 of those 25, the index ended up for the year!
Unique New 401(k) Catch-up Rule that Begins in 2025
Roger Federer and Investing
The Survey that Needs to be Written and Read
2024 Q2 Quarterly Market & Portfolio Report
AI Tide May Lift All Boats
Eventually, we may reach a point where, like the internet, it’s hard to fathom a time before broad AI usage. That means investors don’t need a narrow sector fund or concentration in a handful of stocks to capture AI-fueled gains. A broadly diversified portfolio is likely to capture what many view as a sea change event in progress.