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Strategic outlooks, insights, and news keeping you informed.
Explore our latest perspectives with insights and updates from our professionals, along with news and headlines.
What To Know About Trump Accounts for Children
May 2026: The One Big Beautiful Bill Act of 2025 introduced a new type of savings vehicle for children—commonly referred to as Trump Accounts (TA). These accounts are designed to encourage long-term investment for children and include a $1,000 federal seed contribution, along with tax-deferred growth.
What To Know About Trump Accounts for Children
May 2026: The One Big Beautiful Bill Act of 2025 introduced a new type of savings vehicle for children—commonly referred to as Trump Accounts (TA). These accounts are designed to encourage long-term investment for children and include a $1,000 federal seed contribution, along with tax-deferred growth.
Q1 2026 Investor Update
April 2026: Fundamental Equity Advisors discusses navigating geopolitical and technological disruption, including that being caused by the evolution of investor thinking around artificial intelligence.
Q1 2026 Investor Update
April 2026: Fundamental Equity Advisors discusses navigating geopolitical and technological disruption, including that being caused by the evolution of investor thinking around artificial intelligence.
QSBS Planning Under the OBBBA
April 2026: The QSBS (Qualified Small Business Stock) exclusion offers one of the most significant capital gains tax planning opportunities for founders, investors and employees in high-growth startups. The One Big Beautiful Bill Act (OBBBA) that was signed into law on July 4, 2025, expanded aspects of Section 1202 of the Internal Revenue Code, which provides tax benefits to holders of QSBS.
QSBS Planning Under the OBBBA
April 2026: The QSBS (Qualified Small Business Stock) exclusion offers one of the most significant capital gains tax planning opportunities for founders, investors and employees in high-growth startups. The One Big Beautiful Bill Act (OBBBA) that was signed into law on July 4, 2025, expanded aspects of Section 1202 of the Internal Revenue Code, which provides tax benefits to holders of QSBS.
Cross Currents
April 15, 2026: Read 2X Wealth Group's Q1 2026 quarterly update for our current outlook on energy, materials, international markets, and portfolio positioning.
Cross Currents
April 15, 2026: Read 2X Wealth Group's Q1 2026 quarterly update for our current outlook on energy, materials, international markets, and portfolio positioning.
Positive job numbers in March; is it enough to buoy markets?
March 25, 2026: Portfolio Manager Tim Ghriskey discusses the March job numbers and what the market reaction means.
Positive job numbers in March; is it enough to buoy markets?
March 25, 2026: Portfolio Manager Tim Ghriskey discusses the March job numbers and what the market reaction means.
Current Market Commentary, March 2026
Amid a volatile climate, The Bridgehampton Group shares their current market commentary with investors.
Current Market Commentary, March 2026
Amid a volatile climate, The Bridgehampton Group shares their current market commentary with investors.
