Team Wealth & Tax Advisors

06/03/2026

A $1.75 trillion valuation for SpaceX? The numbers being tossed around are nothing short of staggering, and it's raising some major red flags for seasoned observers. While the hype around a potential SpaceX public offering is massive, the mechanics behind the curtain are starting to look a little shaky.

The real cause for concern isn't just the valuation itself—it's the sudden, unusual shifting of rules regarding how this stock is being fast-tracked into index inclusion. When the goalposts are moved to accommodate a specific debut, it’s worth asking: is this a genuine investment opportunity, or is it a trap being set for retail investors? Dustin Watts and Jay Cole peel back the layers on why this specific financial maneuver should make every serious investor pause and question the long-term sustainability of such a monumental debut.

FULL EPISODE HERE: https://youtu.be/vJqOkKAVMDM

06/02/2026

Ever wonder what’s really happening behind the curtain when a company announces its IPO? While the hype surrounding massive public offerings—like the long-rumored SpaceX debut—can be electrifying, it’s often just the tip of the iceberg.

The harsh reality is that many companies go public for one primary reason: liquidity. Early venture capital investors aren’t looking to hold onto stock forever; they are looking for the right moment to cash out their massive gains. When those lockup periods expire, who is left holding the bag? Often, it’s the retail investors who jumped in early on the IPO day excitement. Dustin Watts and Jay Cole peel back the layers on why the hot stock narrative might not always align with a sound long-term investment strategy. A healthy dose of caution is definitely warranted before chasing the next big market debut.

FULL EPISODE HERE: https://youtu.be/vJqOkKAVMDM

06/02/2026

Required minimum distributions can catch retirees off guard. Use this calculator to estimate your RMD and think through how it fits into your overall picture.

Calculate your required minimum distribution amount based on your account balance and age.

06/01/2026

Portland plans to raise its arts tax while exempting thousands. Here’s what the proposal means for taxpayers.

05/31/2026

Here are the June 2026 Individual Due Dates

Stay on top of June 2026 tax deadlines, including estimated tax payments, tip reporting requirements, IRA reporting, and filing obligations for taxpayers abroad

05/31/2026

Is the market heading for a cliff, or is this just a momentary stumble? Legendary Wharton finance professor Jeremy Siegel breaks down the cold, hard reality behind bear market fears. As whispers of a 20% drop circulate among investors, Siegel provides a much-needed, data-driven sanity check on whether current market behavior signals disaster or just a standard correction. With all eyes on year-end predictions and the resilience of the economy, this is a must-watch breakdown for anyone looking to separate market noise from genuine financial risk.

FULL INTERVIEW HERE: https://youtu.be/p7OUCnvIW4A

05/30/2026

Despite the gloomy headlines and dire consumer sentiment, the U.S. economy is quietly defying expectations. Legendary Wharton finance professor Jeremy Siegel brings some much-needed data to the table, highlighting a labor market that is performing at a historic level. With jobless claims hitting 50-year lows recently and labor reports consistently exceeding projections, the underlying strength of the economy might just surprise even the most cautious skeptics.

This deep dive into the real-world metrics offers a refreshing perspective on why the current economic narrative might be missing the mark.

FULL INTERVIEW HERE: https://youtu.be/p7OUCnvIW4A

05/29/2026

The consensus has been banking on rate cuts for quite some time, but legendary Wharton finance professor Jeremy Siegel is flipping the script. Could the next move from the Federal Reserve actually be a hike?

While many investors remain laser-focused on cuts, recent data tells a different story. With the Fed Funds futures now signaling a higher probability of a hike, the conversation is shifting toward the unexpected factors keeping the economy red-hot. From shifting energy costs and the ripple effects of global conflict to an expanding money supply and a labor market hitting 50-year lows, the reality of the U.S. economy may be more resilient than Wall Street anticipated.

This deep dive with Professor Siegel challenges the status quo and asks the tough question: Is the market ready for a pivot that nobody sees coming?

FULL INTERVIEW HERE: https://youtu.be/p7OUCnvIW4A

05/28/2026

Some simple, inexpensive energy-saving tips that may help you save money.

Here are some simple and inexpensive energy-saving tips that may help you save money.

05/26/2026

Here are a few key factors to consider when naming an executor for your estate.

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.