Featured Articles

“I love the inflation.”

Words you wouldn't expect anyone to say in June 2026. Yet that's exactly what President Trump said after the latest Consumer Price Index (CPI) report showed inflation rising to 4.2%, the highest annual reading in three years. The comment immediately generated headlines, political backlash, and plenty of social media reaction. But beyond the politics, it raises an important question for investors: What exactly are we supposed to make of this inflation report? What do we actual

Sun Group WP Team

12 hours ago

IPO History Offers a Humbling Reminder

When investors talk about upcoming IPOs, there is often an assumption that getting in early is an advantage. History tells a more nuanced story. Some IPOs have created extraordinary long-term value. Others became cautionary tales. Google's IPO: A Reminder That Great Businesses Can Compound for Decades When Google went public in August 2004, the IPO was priced at $85 per share through an unconventional Dutch auction process. Many market observers questioned the valuation and t

Winnie Sun

13 hours ago

Trump IRA Accounts Explained: How the New Retirement Plan Could Impact Your Savings

Have you seen the news? There may just be a new retirement plan coming… and it’s being called, you guessed it, the “Trump IRA accounts.” At first, it sounds like something entirely new. But underneath, it’s familiar, actually; it’s an effort to expand access to saving, especially for those without a workplace or employer plan. A Familiar Structure, With a Small Shift This proposal builds on accounts like the Individual Retirement Account, supported by the Internal Revenue Ser

Sun Group WP Team

4 days ago

What Do You Think About SpaceX Going Public? Should I Buy Shares?

Lately, I’ve noticed something interesting. Even people who rarely talk about stocks seem to light up when SpaceX comes up in conversation. Maybe it’s the rockets. Maybe it’s Elon Musk. Maybe it’s the feeling that we’re watching the future arrive in real time. And now, with growing discussion around a possible SpaceX IPO, many investors are asking the same question: “Should I buy shares?” It’s a fair question. But it’s also the kind of question that deserves a slower answer t

Sun Group WP Team

5 days ago

Most Families Think There Are Only Two Ways to Pay for College. There's Actually a Third...

Congrats, Your Kid Got Into College. Now What? A financial advisor's guide to funding higher education, including one strategy most affluent families don't know exists. Congratulations to the Class of 2026! And a special shoutout to the parents out there who just survived four years of college prep, applications, and acceptances. You made it. Go celebrate, you've earned it. But once the confetti settles? It's time to have the money talk. Because how you pay for college matter

Sun Group WP Team

May 30

A New Federal “Trump IRA” Is Coming In 2027 | Here’s How It May Fit Into Your Retirement Plan

A new federal retirement program, often referred to as a “Trump IRA”, is expected to launch by January 1, 2027, to expand access to tax-advantaged savings for workers without employer-sponsored plans. At a practical level, here’s what matters for your financial plan. Key Features To Understand The program is designed primarily for low- to moderate-income earners, including part-time workers, independent contractors, and small business employees who may not have access to a 40

Sun Group WP Team

May 12

Tax Return vs. Financial Plan: What's the Difference and Why It Matters

Right after tax season, there’s often a sense of completion. The forms are filed. The numbers feel settled. And for many households, it can feel like the work is done. But in practice, this is often when the most important planning begins. What Your Tax Return Is Actually Telling Us This was the first filing season under the latest tax law changes, and for many, the results felt slightly different, though not always in obvious ways. Several new deductions were introduced, inc

Winnie Sun

Apr 21