In this update, Jason Ranallo explores how a steady, fact-aware framework can help investors navigate today’s turbulent market. From shifting trade policies to ongoing market turbulence, we talk through headlines and apply a disciplined, long-term perspective designed to keep you focused on what matters most: your financial goals.

What happens to a 529 plan if your child or grandchild decides college isn’t the right path? Fortunately, these accounts offer flexibility—funds can be used for trade schools, international education, student loan repayment, and even Roth IRA rollovers.

In this episode, Jason unpacks the latest market data, the frameworks that will help you interpret it, and how we put it all into action. (podcast)

Traditional and Roth IRAs both offer tax advantages, but they work in very different ways. From tax-deductible contributions to tax-free withdrawals, understanding the key differences can help you choose the right retirement savings strategy.

Markets endured their steepest daily decline since the early days of the COVID crisis this week, as investor sentiment was rattled by new tariff announcements and heightened recession concerns. (article)

No one wants to deal with an IRS audit, but certain red flags can increase the likelihood of one. From high income levels to unreported income and business losses that resemble hobbies, understanding these triggers can help you be more prepared when filing your taxes.

Consumer sentiment dropped again in March, hitting its lowest level since 2022. When people feel the worst about the economy, markets have often performed well in the 12 months that follow. (podcast)