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How to get your kids involved in their own money
One of the more common requests we get at Infinium is helping our clients get their kids involved in their own money and finances. I’m going to deliver a sad [...]
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Navigating Private Markets in Mid-2026: Opportunities for Discerning Capital
For our high-net-worth individuals, private markets have evolved from a complementary allocation in our portfolios into a core pillar of resilient, growth-oriented [...]
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2026 Mid-Year Market Update: Bring me your Outperformers
First Half 2026 Update The first half of 2026 has seen extraordinary volatility, both in the large stock indices as well between various asset classes. After an [...]
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The New Trump Accounts Explained
Trump Accounts Launch: Default Investments, Structure, and Goals The Trump Accounts, officially launching on July 4, 2026, represent a new tax-advantaged savings [...]
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Bonds are Toxic Right Now: We Believe the Pain Continues
Bonds, long considered the reliable ballast in diversified portfolios, have delivered disappointing results for many investors over the past 24 months. While not [...]
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Your IRA RMD Grace Period is Over: How to Avoid the 25% Penalty
The grace period is over. Starting in 2025—and with full enforcement in 2026—the IRS is strictly applying the 10-year rule for inherited traditional IRAs. Many [...]
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April 2026 Market Update: A Mirror Image
In last month’s Market Update published on March 25th we wrote: “The toughest part of investing is handicapping how much of the fundamentals, and future [...]
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How Wars Shake the Stock Market
Wars have shaped human history for millennia, and they’ve left their mark on financial markets just as dramatically. From the outbreak of World War II to the 2022 [...]
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The 401k Catch-Up Rule Change You Need to Know for 2026
If you’re 50 or older and maxing out your 401(k), a major shift is coming in 2026 that could affect how much you actually keep in your pocket today. Under the [...]
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Recent posts
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How Much Should You Convert to a Roth IRA Each Year?
August 14, 2026 -
How to get your kids involved in their own money
August 5, 2026 -
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The New Trump Accounts Explained
June 18, 2026 -
