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Discover how Charitable Lead Trusts work, their tax benefits, and strategies for supporting charities while preserving wealth for heirs. Learn why charitable lead trusts are a smart estate planning tool.
2/5/2026
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These practical resources and benefits can help military spouses with managing a family budget, tax and retirement planning, as well as supporting their own career.
1/30/2026
Blog
This week was dominated by monetary policy and Microsoft. Gary analyzes the Fed’s decision to keep interest rates steady for the first time since July. Microsoft had a difficult week, losing around $400 billion in market capitalization when their shares fell 12% after their latest earnings report. Watch the video below for the full analysis.
1/30/2026
Blog
This week Aya Yoshioka covers how gold has been “on a tear” and up almost 14% so far in 2026. Threats of new tariffs on Europe and proposed tax cuts in Japan rattled the markets, but, despite the volatility, the S&P 500 rallied Thursday afternoon to within 1% of all-time highs.
1/26/2026
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Struggling with student loans? Learn four smart strategies—consolidation, income-based payments, refinancing options, and interest management—to reduce costs and stay on track.
1/23/2026
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Parents spend a lot of time thinking about how to prepare their children for adulthood. We talk about education, character, and work ethic, but money often gets pushed to the side. That’s a mistake. How children observe and experience money early on can shape their financial behavior well into adulthood.
1/20/2026
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In this week’s episode of 7 Market Movers, Doug Huber covers labor market updates and the latest unemployment reports; emerging markets performance; geopolitical updates from Iran and Greenland and the impact on commodities. He also dives into the impact of tensions in Iran on oil prices, including a decline of around 4% on Thursday.
1/16/2026
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Build a smarter retirement income strategy with Your Money Matrix™. See how taxable, deferred, and Roth buckets create steady cash flow. Learn how today.
1/13/2026
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Catch up on the latest market news from the first full week of 2026 in the latest episode of 7 Market Movers with Gary Quinzel. Gary covers market highlights from 2025, recent US equity movements, and the impact of the recent capture of Venezuelan President Nicolas Maduro.
1/9/2026
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In this month's market commentary, Aya Yoshioka details how investment markets closed out 2025 and outlines what we may expect in 2026.
1/9/2026