Pontchartrain Investment Management

10/07/2026

LPL Research examines rising government debt costs, Treasury market stress, and what investors should watch as higher rates reshape the fiscal outlook. Check out the Weekly Market Commentary today: https://www.mypontchartrain.com/weekly-market-commentary

10/05/2026

October is Long-Term Care Planning Month, a timely reminder that preparing for the future means planning for more than retirement alone.

Long-term care insurance helps pay the cost of long-term care if you can no longer perform the basic activities of daily living.

10/02/2026

Receiving an inheritance can bring a mix of emotions and opportunities. While it may be tempting to make quick decisions, taking time to create a thoughtful plan can help ensure your inheritance supports your long-term goals.

09/30/2026

LPL Research explores how geopolitical tensions, higher interest rates, and AI investment are adding to the stock market’s wall of worry. Check out the Weekly Market Commentary today: https://www.mypontchartrain.com/weekly-market-commentary

09/28/2026

One family is fighting a $736 million gift tax bill on its GRATs while the popular trusts proliferate.

09/28/2026

The value of a college degree depends on more than just the diploma. Strategic planning can help families balance education goals with long-term financial well-being. Take a look at what the latest research reveals.

Secure your retirement before you go all in on paying for college.

09/25/2026

Earning a scholarship is an exciting achievement, but understanding the potential tax implications is just as important. Take a few minutes to learn how different types of scholarship funds may impact your family's financial picture.

Financial assistance for college comes in lots of shapes and sizes, and so do the tax consequences.

09/23/2026

LPL Research analyzes S&P 500 margin expansion, assessing how much is structural versus cyclical and what that means for future earnings forecasts. Check out the Weekly Market Commentary today: https://www.mypontchartrain.com/weekly-market-commentary

09/22/2026

Today we're celebrating someone who makes a difference every day. Happy Birthday Andy! 🎂 Thank you for your leadership, expertise, and genuine care for the people around you. We hope your special day is filled with laughter, celebration, and time with those you love.

09/19/2026

🎓 Congratulations to our 2026 scholarship recipient, Malory Dauzat!

We are proud to recognize Malory's achievements and look forward to seeing all that she accomplishes in the future. Supporting education and investing in the next generation is something we value deeply, and we are honored to be a small part of this exciting journey.

Please join us in congratulating Malory on this well-deserved recognition! 🌟