by Thad Gilliam | May 11, 2026 | Financial Planning, Young Families
Okay. I just made up that name “Secret Mega Roth.” What am I talking about? I am referring to the new Trump accounts that people can begin to open on July 4, 2026. You have to read between the lines with the Trump accounts, but here is their potential...
by Thad Gilliam | Apr 2, 2026 | Current Events, Investments
With the recent military actions in Iran, a lot of clients may be wondering, “How will my portfolio perform during a war?” We do not have a crystal ball, but we can look back at history and see that the market has overcome countless hiccups and major...
by Thad Gilliam | May 1, 2025 | Uncategorized
As the adage goes, nothing in life is certain but death and taxes. So far in 2025, there is plenty of uncertainty to give investors reason for pause – “Is this time different?” So much seems uncertain this year between tariffs and worldwide geopolitical threats. My...
by Thad Gilliam | Mar 20, 2025 | Economy, Investments
The Trump administration has caused some volatility the past few weeks with its tariff strategy. President Trump’s main idea is that tariffs can make domestic products more competitive. For example, if all foreign steel has a 25% tariff, then all domestically made...
by Thad Gilliam | Aug 21, 2024 | 20s, 30s, 40s, 50s, 60s, 70s, Retirement
Have you ever wondered what your Social Security benefit payments will be during retirement? Years ago, the Social Security Administration (SSA) mailed an annual statement to everyone, so that US citizens would have an idea of their benefits. Now, for budget reasons,...
