In this video, we discuss several timely topics that are generating questions from clients and in the financial media. We start by breaking down the new Trump Accounts, how they compare to 529 plans and other savings vehicles, and what families should consider when deciding how to save for children and grandchildren. We also explore the factors driving mortgage rates and housing affordability, including the impact of inflation, interest rates, and global economic uncertainty. Finally, we address recent market volatility tied to developments in the Middle East, sharing perspective on investor behavior, the importance of long-term planning, and why maintaining a disciplined, diversified investment strategy can help investors navigate uncertainty and stay focused on their financial goals.
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Three Corners Capital are separate companies. The views expressed in this video belong to Three Corners Capital and do not represent Cambridge Investment Research.