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One planning insight. Two charts that caught our eye. Helping you stay the course in under three minutes. Planning Insight | September 2026 The Swoosh Went Back to 2014 On September 1, Nike closed at $38.12. The stock hasn't finished a day that low since 2014. Its all-time high was $161.91 in November 2021, which means the shares are down roughly 76% from the peak and have surrendered twelve years of progress along the way. Take a second with that. A company whose logo is on the shoes of...
One planning insight. Two charts that caught our eye. Helping you stay the course in under three minutes. Planning Insight | August 2026 Halftime Adjustments: A Mid-Year Tax Checkup Nick Saban won seven national championships by telling his teams not to think about them. His famous "Process" boiled down to ignoring the scoreboard and concentrating on "what you needed to do in this drill, on this play, in this moment." Your tax year deserves the same approach. The April outcome isn't decided...
One planning insight. Two charts that caught our eye. Helping you stay the course in under three minutes. Planning Insight | July 2026 The Tax Law Turned One, Now It Shows Up on Your Return. One year ago this month, the One Big Beautiful Bill Act was signed into law on the Fourth of July. It dominated headlines for a news cycle, generated a thousand hot takes, and then mostly faded into the background. Here is the thing about that law, though: 2025 was when it was signed. 2026 is when much of...