Financial Focus – July 1st, 2026
Tax laws continue to evolve, and 2026 brings several important changes that could impact retirement contributions, charitable giving, and other tax planning strategies. Andy Fergurson joins us this week to break down the biggest updates and explain what individuals and families should be thinking about before year-end.
Running Dry
In Washington, concerns surrounding the long-term financial health of Social Security continue to draw attention. David Nelson joins us to break down the income-versus-cost figures and highlights the key takeaway investors should keep in mind.
This Time Is Different?
It’s the four most dangerous words in investing: This time is different. Sometimes, in the heat of a bull market, investors get into this habit of thinking that the old rules no longer apply. With each new market cycle, we get some new compelling story...