Is Your Annuity Safe? What a $660 Billion AI Bet Means for Your Retirement Income

Trump Accounts Just Launched — Here's What Every Parent Needs to Know

Trump Accounts launched on July 4th and parents have been asking about them ever since. In the Planning Room, Matt and Garrett walk through everything you need to know — who qualifies for the $1,000 federal deposit, how contributions work, the employer matching angle most people haven't heard about yet, and how these accounts compare to a 529. They also cover a Federal Reserve that's genuinely divided on whether rates should go up or down, and a jobs report where the headline number told a very different story than the actual trend. Good Returns is for educational purposes only and is not individual financial, tax, or legal advice. Momentum Wealth is a registered investment advisor.

Q2 2026 Market Review — What Happened, What It Means, and What to Watch Next

Q2 was a strong quarter for markets — one of the best in years. But Q2 was also recovery from a difficult Q1, and the full picture is more nuanced than the headline numbers suggest. Matt and Garrett do their quarterly deep dive: why oil falling was the story that drove everything else, why gold declining during an inflation spike is actually a meaningful signal, what's behind the historic semiconductor rally and what history says about moves like this one, and what the three things to watch are heading into Q3. Good Returns is for educational purposes only and is not individual financial, tax, or legal advice. Momentum Wealth is a registered investment advisor.

The Strait Is Open, Oil Is Back to $70, and the Inflation Story Just Changed

The Strait of Hormuz is reopening. Oil is back to $70 — erasing the entire war premium. May's inflation print came in hot, but bond investors already looked through it as yields fell. The thesis Matt has been holding since late February is essentially complete. Matt and Garrett close that chapter this week — clearly, honestly, and with the context that the timeline was messier than expected but the destination was always right. They also break down semiconductor volatility and what it tells you about concentrated trades, and why the diversified investor's week looked nothing like the S&P 500 headline. Remote episode — tighter than usual, but the content earned its own episode. Good Returns is for educational purposes only and is not individual financial, tax, or legal advice. Momentum Wealth is a registered investment advisor.

Oil Crashed, the Fed Changed Its Language, and the Biggest IPO in History Just Happened

Oil fell 13% on a ceasefire framework announcement. Kevin Warsh held his first Fed press conference and signaled the end of the dot plot era. SpaceX completed the largest IPO in recorded history. And this morning, the ceasefire framework was paused as Israel continued bombing Lebanon and Iran disputed the terms. Matt and Garrett recorded this episode in real time — covering the week honestly, including the complication that arrived before the mics went on. The Fed conversation is the centerpiece: what just changed, why the bond market's signal matters more than the hawkish headline, and why Matt's Greenspan comparison from months ago just got confirmed. In the Planning Room: how to think about IPOs — and the dollar cost averaging approach Matt and Garrett actually use with clients who want exposure to newly public companies. Good Returns is for educational purposes only and is not individual financial, tax, or legal advice. Momentum Wealth is a registered investment advisor.

Your Portfolio Is Down. Here's Exactly What To Do — And What Not To.

Two bumpy weeks to start June, inflation at a three-year high, and a Fed meeting next week that could set the direction for the rest of 2026. Matt and Garrett dig into what's actually happening beneath the headlines — including why the pullback is narrower than it looks and why the inflation number is more nuanced than the headline suggests. The Planning Room this week is one of the most practical conversations they've had: what to actually do when your portfolio drops. The behavioral trap, the framework for deciding whether to act, and the one productive move worth making. Don't miss next week either — Warsh's first Fed press conference. Full breakdown coming. Good Returns is for educational purposes only and is not individual financial, tax, or legal advice. Momentum Wealth is a registered investment advisor.