April 2026 - Hobart Wealth

So You Inherited a Trust….Now What?

April 29, 2026 | in Financial Planning, Investment Planning

While it’s a blessing to be included as a beneficiary of an estate, it’s not typically something most of us go through more than once or twice in our lifetimes. This makes it tough to be practiced at the complications involved in receiving an inheritance after the death of a loved one. This usually presents itself via a phone call from a sibling, parent or doctor…or maybe it’s something you’ve been preparing for over a long period of time. A parent passes, a trust gets activated, and suddenly someone who has spent their entire life earning, saving, and planning is now on the receiving end of wealth instead of the building side of it.

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A Kitchen Lesson that Had Nothing to Do with Cooking

April 21, 2026 | in Financial Planning

I was in the middle of cooking maybe the best chicken thighs of my life in the kitchen. One thing you’ll learn as you get to know me is that I love learning and experimenting in the kitchen, and on this particular night, I was working on what I hoped would be my magnum opus of bone-in, skin-on chicken thighs in the skillet. There’s an art to everything, and that includes getting the perfect golden, crispy skin on a tender piece of poultry. I dried the thighs out in the fridge the night before, put them skin-side down on a cold cast iron pan, and was slowly bringing them up to a sizzle. I was Michelangelo, and this was my…. well, you get the point.

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The Augusta Rule

April 14, 2026 | in Tax Planning

There’s something about Augusta in April that feels a little different from the rest of the world. The light hits softer in the morning, the grass looks almost unreal, and everything seems to move at a slower, more intentional pace. You’ve got azaleas in full bloom, the quiet hum of patrons walking the course, and that unmistakable feeling that for a few days, this place becomes the center of the sports world. It’s polished, it’s traditional, and it carries a kind of reverence that you don’t really see anywhere else. Even if you’ve never been, you can feel it through the screen. And if you’re me, you take some of the best naps of the year on the couch while listening to the sounds of hushed announcers and birds chirping in the background.

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Beneath the Surface: What the Market Isn’t Telling You

April 8, 2026 | in Financial Planning, Investment Planning

About a year and a half ago, we were down in Southport over Labor Day weekend.

My wife and I had our son Kaiden with us, he was just over a year old at the time, and we were there with our family, including my wife’s parents. We decided to book a sunset boat ride together. Nothing complicated. Just a chance to get out on the water, enjoy the evening, and maybe spot a few dolphins.

It ended up being one of those nights you don’t forget.