The CHP Blog
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.
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.