News and Updates
What a 1.6% Fee Means for a 5% Return
Full Article Link: https://www.marketwatch.com/picks/we-are-in-our-mid-70s-with-500k-to-invest-but-the-adviser-wants-to-charge-us-1-6-he-says-he-can-aim-for-a-5-return-should-we-do-it-c2c0a4a2 Quote from Evan Mills “1.6% on $500,000 is about $8,000 per year, not including fund expenses, trading costs or associated taxes. With a target return of […]
Anthropic Trades Above $1 Trillion in Private Markets as Holders Sit Tight
Full Article Link: https://www.benzinga.com/exclusives/anthropic-trades-above-1-trillion-private-markets-holders-sit-tight Quote from Evan Mills “With the $1 trillion valuation, or anywhere north of that, it requires a lot of success to already be true. Investors are […]
Scott Bessent says the K-shaped economy is ‘over’ — but 60% of US spending rests on rich people’s portfolios
Full Article Link: https://finance.yahoo.com/economy/articles/scott-bessent-says-k-shaped-180000198.html Quote from Deon Strickland “If you’ve already accumulated wealth, you’re a member of the upper K, and the reason you’re doing OK is because you almost […]
What Is A K-Shaped Economy And How It Can Affect Your Financial Future
Full Article Link: https://www.forbes.com/sites/investor-hub/article/what-is-k-shaped-economy/ Quote from Deon Strickland “I tell young clients that the story here is that it’s discipline and delayed gratification. Saving enough to do your match at […]
Diploma in One Hand, Tax-Free Roth IRA in the Other: Evan Mills on the Endgame for Trump Accounts
Full Article Link: https://www.forbes.com/sites/eriksherman/2026/07/25/what-you-still-need-to-know-about-trump-accounts-for-your-kids/ Quote from Evan Mills “It’s really valuable when the child is in college, because over those four to five years, depending on graduate school, you can […]
What’s Next?
Every engagement begins with a brief intake form so your advisory team can prepare ahead of time and align the conversation to your financial picture and goals. From there, you receive a tailored proposal built around your specific situation, walked through with you in detail so every question is answered before any commitment is made.