June 2026 - Hobart Wealth

Beyond the IPO

June 16, 2026 | in Financial Planning, Investment Planning

Last week, I attended a wealth symposium in Washington, D.C. and one of the more
interesting takeaways had little to do with stock prices, interest rates, or election
forecasts.

During discussions featuring former Federal Reserve Chair and Treasury Secretary
Janet Yellen, Democratic strategist James Carville, and Republican strategist Karl Rove,
a common theme kept emerging. Despite their different backgrounds and perspectives,
all three spoke about the resilience of the American people, the strength of our
economy, and the unique ability of this country to innovate and create opportunity.

As I listened, I could not help but think about one of the biggest investment stories
capturing headlines today: the growing space economy.

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Supercharging Roth Conversions with Charitable Giving

What I’ve learned is that backpacking isn’t about adding comfortable, luxurious items to my pack. It’s about figuring out what you can remove without sacrificing the experience. Nobody reaches mile 15 wishing they had packed more stuff. The biggest gains usually come from eliminating the things that were weighing me down in the first place.
Financial planning tends to work the same way. When we’re building wealth, most of our focus is on accumulation. We spend decades adding. More savings, more investments, and more retirement accounts. And at some point, we’ve added so much that we’re not quite sure what’s in our “pack.”

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Don’t Let IRMAA Drive Your Retirement Plan

June 3, 2026 | in Financial Planning, Investment Planning

Most retirees have never heard the term IRMAA until they enroll in Medicare or begin discussing retirement income planning. Once it enters the conversation, however, it often becomes a major focus. Questions about Roth conversions, capital gains, retirement account withdrawals, and other income decisions suddenly take on added importance because of their potential impact on Medicare premiums.