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Trump Accounts: A Primer, and What Changed in October

Trump Accounts: A Primer, and What Changed in October

Seventy million children now have one. Dell and SpaceX insiders are putting stock in them, and Musk says a share of SpaceX is coming for every kid next year. What the account is, what changed in Octob...

DePaolo & MayOctober 22, 2026
Q3 2026 Quarterly Update

Q3 2026 Quarterly Update

Q3 2026 Quarterly Update | DePaolo & May Q3 2026Quarterly Update In Review Economics What's Ahead Key Levels Reasons to Be Bullish Reaso...

DePaolo & MayOctober 6, 2026
Keep More of What You Earn: How Tax-Aware Investing Works

Keep More of What You Earn: How Tax-Aware Investing Works

Tax-aware long-short strategies have grown from $2 billion to more than $150 billion in three years because they solve a problem every taxable investor has: the gap between what a portfolio earns and ...

DePaolo & MaySeptember 22, 2026
The $2 Trillion Week

The $2 Trillion Week

The $2 Trillion Week | D&M Strategic Wealth Market Commentary The $2 Trillion Week The Mag 7 trailed 300 stocks in the S&P 500 for half a year, then produced the largest one-...

DePaolo & MayAugust 3, 2026
Q2 2026 Quarterly Update

Q2 2026 Quarterly Update

◤ IN REVIEW: Q2 2026In April we wrote that resolution in the Middle East was binary - if the Strait of Hormuz reopened, markets would likely snap back quickly. That is largely what played out. A cease...

DePaolo & MayJuly 13, 2026
Front-Running the Government

Front-Running the Government

Front Running the Government — DePaolo & May Strategic Wealth Market Commentary Front Runningthe Government Washington has stopped subsidizing strategic industries from the sidelines ...

DePaolo & MayJune 16, 2026
SpaceX Went Public. What We're Watching Next

SpaceX Went Public. What We're Watching Next

SpaceX Went Public: What We're Watching Next Market Commentary SpaceX Went Public.What We're Watching Next. The largest public offering in market history is done — priced at $13...

DePaolo & MayJune 15, 2026
Borrowing at the Rate Banks Won't Give You

Borrowing at the Rate Banks Won't Give You

Borrow at the Rate Banks Won't Give You: Box Spread Loans — DePaolo & May Strategic Wealth Financial Planning Borrow at the Rate Banks Won’t Give You Box spread loans ...

DePaolo & MayMay 30, 2026
The SpaceX IPO: What We're Watching

The SpaceX IPO: What We're Watching

The SpaceX IPO: What We're Watching — DePaolo & May Strategic Wealth Market Commentary The SpaceX IPO:What We’re Watching The largest public offeri...

DePaolo & MayMay 28, 2026

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