Joshua Rigden

Joshua Rigden

Quarterly Update: Q2 2026

By the Investment Committee at Rigden Capital Strategies We are

May 2026

As we cross the threshold into the middle of 2026,

What Are Trump Accounts for Kids? Updated Rules, Eligibility, and What Families Should Know in 2026

In an effort to help families build long-term financial security for children, Congress introduced a new type of savings vehicle through the One Big Beautiful Bill Act (OBBBA): Trump Accounts.

Quarterly Update: Q1 2026

The first three months of 2026 delivered a sudden and sobering wake-up call to global financial markets. High optimism for artificial intelligence and imminent interest rate cuts quickly collided with reality. Geopolitical tensions spiked energy prices, the AI boom faced physical infrastructure limi

Estate Planning in 2026: A Practical Framework For Legacy Planning

Estate planning often extends beyond basic documents such as wills. With recent legislative changes—including provisions commonly referenced as part of the “One Big Beautiful Bill Act (OBBBA)”—federal estate tax exemptions are currently elevated (subject to future legislative change). As a result, m

351 ETF Exchange & Its Benefits

The Section 351 ETF Exchange (often called an "ETF Conversion" or "Seeding") is a sophisticated tax strategy that allows investors to move large, appreciated stock positions into a diversified ETF without triggering immediate capital gains taxes. While it has been a staple for institutional investor

What’s Actually Inside Your S&P 500 Fund?

The Hidden Concentration Inside the S&P 500 If you’ve invested in an S&P 500 index fund, it can feel like you own a small piece of the entire American economy. Technology companies, banks, consumer brands, industrial firms, and energy companies are all represented in a single index. For many investo

Market Update: March 2026

Geopolitical Escalation and Capital Markets From a historical perspective, geopolitical shocks have often created short-term volatility but have not always resulted in lasting structural damage to capital markets. Initial reactions in risk assets can be sharp, but those moves frequently moderate as

2025 Tax Changes You Need to Know Before Filing in 2026

Tax law doesn’t change often but when it does, the ripple effects can meaningfully impact how much you owe, how much paperwork you need, and which planning strategies actually matter. For your 2025 tax return (filed in early 2026), several notable updates are now in play following the passage of the

Quarterly Update: Q4 2025 (Ending 2025 Strong)

As we close the book on 2025, the stock market gave investors a solid, if not euphoric, finish. The final three months of the year were characterized by steady gains rather than an explosive rally, pushing the total returns for 2025 to respectable double-digit levels. The S&P 500 (a good measure of