The CHP Blog

Trump Accounts
Investor Education Carriage House Planning, LLC . Investor Education Carriage House Planning, LLC .

Trump Accounts

With Section 530A Trump Accounts launching on July 4th, we want to provide you with essential information regarding eligibility, rules, tax treatment and some lesser known details about these new savings accounts for minors. These accounts may not be exactly what you think and may be less beneficial (or even harmful) for your kid's future. But don't worry, there are many superior alternatives for saving for your child's financial future.

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Derailing our Train of [artificial] Thought
Market Observations Carriage House Planning, LLC . Market Observations Carriage House Planning, LLC .

Derailing our Train of [artificial] Thought

it is my assertion that there is a bubble because most investors are asking the wrong question. However, I do not see this being a “reversion to the mean” bubble, rather it is an “innovation expansion bubble”. Yes, it will pop, but not everyone and everything will be impacted to the degree many fear; and there remains a good chance that even those who do suffer most, will be able to endure and come out ahead.

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2026 Market Outlook
Carriage House Planning, LLC . Carriage House Planning, LLC .

2026 Market Outlook

What do Venezuela, Greenland, Silver, and a very expensive vault tell us about the trajectory of the markets in 2026? One thing is becoming increasingly certain, the Currency War will continue and finding safety may be harder than ever before for today’s investors. Join Casey Fulp, CFP® as he breaks down his outlook for 2026 and how setting expectations can better help navigate the road ahead.

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When Public Attention Meets Private Markets
Market Observations, Investor Education Carriage House Planning, LLC . Market Observations, Investor Education Carriage House Planning, LLC .

When Public Attention Meets Private Markets

With so much interest surrounding private assets, securities, and investments, you may be wondering, "Is this right for me?" Or maybe you are just wondering how this has become such a popular topic of conversation, seemingly out of nowhere. Casey Fulp, CFP® breaks down the Good, the Bad, and the Ugly side of Private Markets and helps shed light on how we got here. He also explains what you need to know if/when these start showing up in your employer retirement plan.

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