Tate Financial Partners

06/02/2026

Click the link below to read the monthly investment commentary:

AI Dominance: Driving Performance Extremes and Igniting Bubble Debates

06/02/2026

What does it mean to work with a CFP® professional?

✔ Rigorous education
✔ Comprehensive planning standards
✔ Fiduciary responsibility
✔ Ongoing ethics and continuing education

It's one more way we work to serve our clients with transparency, and care.

Want to learn more about working with John?

Click the link below to see how he can help you pursue a financial plan aligned with your values and goals:

https://tatefinancialpartners.com/our-team/john-tate/

05/29/2026

Today is National 529 Day — and if you have kids or grandkids, this one's for you. 🎒

The best time to open a 529 was when they were born. The second best time? Today.

Even small, consistent contributions can grow significantly over time — and every dollar invested in their education is a dollar invested in their future. That's stewardship in action.

Not sure where to start? That's exactly what we're here for. Click the link in our bio to contact us today.

05/27/2026

May has been a month full of milestones — graduations, Mother's Day, honoring our fallen heroes.

Milestones have a way of reminding us what we're really working toward. Not just a number in an account — but a life well-planned, a family well-provided for, and a legacy worth leaving.

If May has stirred something in you — a desire to get a plan in place, to revisit your investments, or to simply have a conversation about what's next — we're here.

Live Well. Finish Well.

05/26/2026

Click the link below to read the weekly investment commentary:

Key Events: Elevated inflation, positive growth signals

05/25/2026

Today we pause to honor those who gave everything — so that we could have everything we hold dear.

Freedom is a gift purchased at great cost. On Memorial Day, we don't take that lightly.

To every family who has lost someone in service to this country — thank you. We remember them today and always.

05/20/2026

Did you know May 29th is National 529 Day? 📚

A 529 plan is one of the most powerful — and underused — tools for families who want to invest in their children's education while keeping their values at the center.

Here's what many families don't know:

✅ Contributions grow tax-free
✅ Withdrawals for qualified education expenses are tax-free
✅ Funds can now roll over to a Roth IRA if unused*
✅ It can be part of a broader, values-aligned financial plan

Investing in the next generation is one of the most faithful things a family can do. Let's build that plan together. Click the link below to learn more:

https://bit.ly/3ULOzhM

05/19/2026

Click the link below to read the weekly investment update:

Key Events: Elevated inflation, positive growth signals

05/15/2026

Graduation is a natural moment to talk about money with purpose.

The transition into adulthood raises real questions — about spending, saving, and what financial stewardship actually looks like. We work with families navigating exactly these conversations.

Connect with our team to learn more.

https://bit.ly/3ULOzhM

05/14/2026

A new savings opportunity for your children just got official — and most families don't know it exists yet.

Trump Accounts (530A accounts) allow families to invest up to $5,000 per year per child — no earned income required — in tax-deferred, diversified investments. And it's not just for newborns. Any child or grandchild under 18 qualifies.

For children born between 2025–2028, there's even a potential $1,000 government seed contribution to start things off.

But here's what most people will overlook: this isn't just an account. It's a future tax event that needs to be planned for — intentionally.

We put together a full guide covering everything you need to know before funding begins on July 4, 2026.

👉 Read the full guide here: https://tatefinancialpartners.com/trump-accounts-a-new-stewardship-opportunity-for-your-children/

Note: Details of this legislation may evolve, and this reflects what we know today. We will continue to monitor for updates. Custodians such as Schwab are still finalizing operational processes, with full implementation expected by the end of 2026.