Mitchell Nelson, Senior Wealth Manager

06/24/2026

529 plans, FSA balances, and charitable giving—don’t miss your chance to make smart financial decisions before December 31.

Explore the year-end financial moves that can help you protect assets, reduce taxes, and grow wealth in the new year.

06/24/2026

Have you bought your ticket to Mars? The IPO market is heating up these days with two more big names preparing to debut in autumn.

06/24/2026

Open Enrollment for 2027 coverage ends January 15, 2027. If you need to make changes to your current plan, visit Healthcare.gov today.

06/24/2026

Inflation moved higher in May, with energy costs playing a major role in the increase.

Consumer prices rose 4.2% from a year earlier, up from 3.8% in April. On a monthly basis, prices increased 0.5%.

Gas prices were a key driver. Higher energy costs accounted for more than 60% of the monthly increase, while gasoline prices were up sharply from a year earlier.

The impact extends beyond the pump. Higher fuel and energy costs can affect transportation, shipping, airfares, electricity, business expenses, and household budgets.

Core inflation, which excludes food and energy, rose at a more modest pace. That suggests some price pressures remain concentrated in energy-related categories, though consumers and businesses are still feeling the strain.

For households, inflation can affect everyday spending decisions. For businesses, higher costs may influence pricing, hiring, margins, and customer behavior.


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Rising gas prices pushed inflation to its highest level in three years last month, a headache for the Federal Reserve and a potential political challenge for the Trump administration as midterm elections near.

06/23/2026

NASA has named the four astronauts expected to fly on the Artemis III mission, marking another step in the agency’s return-to-the-Moon effort.

The crew includes Randy Bresnik, Luca Parmitano, Frank Rubio, and Andre Douglas. The mission is expected to launch into Earth orbit next year and last about two weeks.

Rather than landing on the Moon, Artemis III is now expected to focus on testing key operations with new lunar landers being developed for future missions.

Those tests are important because future Moon landings will require a lander to connect with NASA’s Orion spacecraft in orbit before carrying astronauts to the lunar surface.

The mission is designed to help NASA evaluate systems, docking operations, crew procedures, and spacecraft coordination before future lunar landing attempts.

It is a reminder that major exploration goals often depend on careful testing, technical progress, and the people willing to take each next step.


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The crew is expected to launch into Earth orbit next year to conduct demonstrations with one or both of the lunar landers that SpaceX and Blue Origin are building.

06/23/2026

The World Cup is expected to bring soccer fans from across North America, but the travel impact may not be felt equally.

Instead of one broad tourism surge, early data suggests demand may vary by host city, match, and price point.

Some cities are seeing stronger flight and hotel activity, while others are trailing last year’s pace. That means the economic lift for hotels, restaurants, transportation, and local businesses may depend heavily on location and timing.

The tournament is the largest World Cup to date, with 48 teams, 104 matches, and games across the United States, Canada, and Mexico.

Still, travelers appear to be making practical decisions around ticket prices, lodging, trip length, and which matches are worth the cost.

For businesses, the takeaway is that major events can create opportunity—but demand does not always show up evenly or all at once.


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The expected travel boom from the World Cup is looking like it will be a city-by-city, match-by-match test of pricing power.

06/22/2026

The choice of business structure is not a final decision. You may amend your business structure to your changing needs.

Entrepreneurs all face the same question, “Which business structure should I adopt?”

06/19/2026

What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1.

Here's a breakdown of how the federal government spends your tax money.

06/19/2026

Major student loan changes are set to take effect July 1, bringing updates to borrowing limits, repayment options, and federal aid eligibility.
New rules will limit how much some students and parents can borrow. Parent PLUS loans will be capped at $20,000 per year and $65,000 total per student, while new caps will also apply to graduate and professional degree borrowing.
Repayment options are also changing. New federal loan borrowers will have fewer choices, with options narrowing to a tiered standard repayment structure or a new income-driven option called the Repayment Assistance Program.
Borrowers currently enrolled in SAVE may also need to choose a new repayment option, with loan servicers expected to send notices about next steps.
Pell Grant rules are changing as well, including expanded eligibility for some short-term workforce training programs.
For borrowers and students, the takeaway is simple: watch for communications from loan servicers, confirm contact information is current, and review available options before deadlines arrive.

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The changes will affect how much students and their parents can borrow, as well as their repayment options.

06/18/2026

Juneteenth is a time to reflect on the meaning of freedom, acknowledge the past, and recognize the strength and resilience of Black communities.

We honor June 19 as a meaningful part of American history and its lasting impact today.