06/02/2026
There are several conflicting themes with U.S. stock investors now, and it is important that you are knowledgeable about them. If you need help understanding, please contact us at (855)MAYANAH
Five emerging themes for US stock investors
Active portfolios need to take into account factors such as risk management of giga-caps.
05/21/2026
Any retail business these days cannot avoid a merchant account. Here is critical information that a business owner or anyone involved in sales should know. If you need help, reach out to us at (855)MAYANAH
Merchant Accounts Explained: How They Work and Why You Need One
Definition: A merchant account is a specialized business bank account that enables companies to accept and process electronic payment card transactions.
05/06/2026
The buzzword these days is AI. But are we losing real intelligence?
We always embrace new ideas and technologies. However, when we rely on it all the time, we lose our brainpower.
Remember, GPS ruined our sense of direction. Search engines weaken our memory. AI, scientists warn, could do the same to everything from creativity to critical thinking.
'Think outside the bots': How to stop AI from turning your brain to mush
GPS ruined our sense of direction. Search engines weaken our memory. AI, scientists warn, could do the same to everything from creativity to critical thinking.
04/16/2026
Check and see where you stand with the others and what to do year by year for your retirement. If you need help, please contact (855)MAYANAH
THE RETIREMENT COUNTDOWN
A year-by-year guide to help you retire rich
04/11/2026
It is important to look at your accounts very closely. If you need help understanding it or making decisions, please give us a call at (855)MAYANAH
Markets Have Faced a Year of Chaos and Still Done Awfully Well
Most stock investors have lost money during the Iran war, but returns have been splendid for the year since the “Liberation Day” tariff announcement.
03/28/2026
This is a time when we see many scams related to your taxes. Please be extremely careful. If in doubt, reach out to us at (855)MAYANAH.
Tax scams are on the rise. Here's what you need to know.
Robocalls, texts, and phishing emails from scammers are up this tax season compared to previous years, with artificial intelligence likely increasing fraud attempts, according to the consumer protection bureau of the Federal Trade Commission.
03/18/2026
One of the best decisions you can make for your children is to start funding a 529 account at birth. It can be used for college education, if needed. If not, it can be rolled over to a Roth IRA up to a certain amount. If you need help understanding, call us at (855)MAYANAH.
Superfunding a 529 College Savings Plan at Birth
Young families expecting a liquidity event need to know about superfunding — the IRS provision that lets you front-load 5 years of 529 contributions tax-free.
03/11/2026
If you need help reviewing your portfolio, please reach out to us at (855)MAYANAH.
What the Markets Are Telling Us About the War in the Gulf
Preparing for what comes next involves more than just investors’ interpretation of how Iranian drones or White House rhetoric will feed through into oil prices.
02/25/2026
If you are a small business owner, adding a 401(k) or a SIMPLE IRA may be a good way to reduce taxes and increase employee morale. Let us know if you need. Call us at (855)MAYANAH
Small Businesses Are Racing to Add 401(k) Retirement Plans — Here’s What’s Behind the Surge
Millions of small business workers have gained access to retirement plans over the past seven years.
02/17/2026
Trends in household finances are evolving, and so should your strategy. Get insights and guidance that help you make informed choices, no matter what the data says. Start a conversation today by contacting us at (855)MAYANAH.
Americans With Higher Incomes Are Starting to Fall Behind on Payments
Rising debt levels and more missed payments pushed a financial stress gauge to its highest level ever.