• Markets and Oil
• Recouping Illegal Gains
• Summer Vacations
• Giving Children Money

References:

https://www.thinkadvisor.com/2026/06/04/supreme-court-bolsters-secs-power-to-recoup-illegal-gains/

• May Data
• Climate Risk Scrapped
• Planning a Wedding on a Budget
• Trump Accounts

References:

https://www.bloomberg.com/news/articles/2026-05-31/latest-oil-market-news-and-analysis-for-june-1?srnd=phx-markets

https://www.thinkadvisor.com/2026/05/29/sec-moves-to-scrap-biden-era-rule-on-climate-risk-disclosures/

https://www.thinkadvisor.com/2026/05/28/treasury-launches-trump-accounts-app/ 

• Market Summary and Jay Powell’s Last Speech
• Trump IRA
• 529 Plans
• Powers of Attorney

• Market Update
• Resolving IRS Debt
• Ideas for Graduates
• Worried About the Markets?

References

https://www.thinkadvisor.com/2026/04/17/irs-releases-tool-to-help-taxpayers-resolve-debt/

• Market Update
• Trump Account Updates 
• Hobby or Business
• IRA Funding Deadlines

References:

https://www.thinkadvisor.com/2026/04/01/more-than-4m-children-signed-up-for-trump-accounts-irs/

Market Update

SEC Enforcement Chief Resigns

529 to Roth

Reporting Small Business Profit and Loss

References:

https://www.nytimes.com/2026/03/16/us/politics/sec-enforcement-chief-resigns.html

https://www.thinkadvisor.com/2026/03/20/advisors-in-sec-enforcement-crosshairs/

• Market Update
• FINRA Forward Initiative
• Planning for Severe Weather
• Intellectual Property and Your Estate

References:

https://www.thinkadvisor.com/2026/03/06/finras-rulebook-revamp-takes-a-beating-at-house-hearing/

• Market Update
• Tax Fraud Reporting
• Don’t Trust the Leprechaun
• Per Stirpes vs Per Capita 

References:

https://www.thinkadvisor.com/2026/02/26/irs-launches-web-page-to-report-fraud/

https://trustandwill.com/learn/difference-between-per-stirpes-and-per-capita

1. Market Summary
2. Accredited Investor Changes,
3. Talking to Your Partner About Money,
4. Planning Vacations on a Budget

Sources:

https://www.thinkadvisor.com/2026/02/12/time-to-consider-accredited-investor-alternatives-secs-atkins/

• Fed News
• 401(k) Down Payments
• Repeated Financial Mistakes
• Roth or Traditional 401(k) Contributions

References:

https://www.marketwatch.com/story/the-fed-is-expected-to-stand-pat-this-week-the-big-question-is-for-how-long-bf52d957?mod=home_lead

https://www.thinkadvisor.com/2026/01/23/trump-now-says-hes-not-a-huge-fan-of-using-401ks-to-buy-homes/