Before the holidays take over, a little planning can help prevent tax surprises. We cover what’s new for 2026, including higher deduction limits, new rules for charitable giving, updated retirement and HSA contribution limits, and why your year-end moves should work together.
For the first time in roughly 20 years, 10-year Treasury yields have held above 5%. The climb has been painful for bond investors, but it has also created one of the most attractive entry points in decades. Here’s why high-quality bonds deserve a fresh look, and how to approach them wisely.
Marriage, a new grandchild, a move, or a change in your assets can quietly make your estate plan outdated. In honor of National Estate Planning Awareness Month, we cover the life changes, beneficiary forms, and 2026 tax updates that signal it's time for a review.
There's no magic age when a teenager is ready for their first credit card, and rushing the decision could cost them more than money. Discover the key questions every parent should ask before handing over that piece of plastic, why becoming an "authorized user" might be the smartest first step, and the golden rules that can turn a credit card into one of the most valuable teaching tools you'll ever give your child.
Our newest team member, John Peter, shares details of growing up in Cincinnati, what drew him to HCM, and a fun fact people probably don't know about him.
Before considering any exposure to this corner of the market, it's important to understand what memecoins are, how they differ from traditional investments, and why they carry significant risks.