Enduring Wealth Advisors

The goal in retirement isn’t just having enough.

It’s knowing you’re okay.

Knowing what you can spend.
Knowing how your investments are working.
Knowing someone is watching the path ahead.

Clarity creates confidence.
Learn more about how we help bring clarity to retirement: https://enduringwealth.com/contact-us/

Fourteen years ago today—June 5, 2012—we were granted the U.S. trademark for Enduring Wealth Advisors®.

But the idea didn’t start there.

It started on a run in Temecula in 2006. Ralph had been searching for a name that would actually mean "something built to last". During that run, Enduring Wealth℠ came to mind.

A quick search that same day led to Proverbs 8:18: “With me are riches and honor, enduring wealth and prosperity. (NIV)”

That was enough.

The years that followed tested the name. We worked through the Great Recession, refined how we serve clients, and ultimately made the name even more official with the trademark in 2012.

Fourteen years later, the principle still holds:

Enduring wealth isn’t about what’s working today.
It’s about a legacy that lasts.

Record highs in the market don’t always translate to confidence at home. According to the Wall Street Journal, many Americans feel worse about the economy even as portfolios rise.

That gap isn’t typical and it raises important questions about where things are headed next. Read the full article below to learn why.⬇️

The Stock Market Has Never Been So Good When People Have Felt So Bad Stocks are partying like it’s 1999, but Americans haven’t been this gloomy in 70 years.

Education planning works best when it’s thoughtful, not rushed or one‑dimensional. A 529 plan isn’t just a “college account” anymore, and the details matter more than most people realize.

A few things families should keep in mind:
👉529 plans can now be used for more than four‑year college, including trade and vocational programs, licensing exams, certain K–12 expenses, and in some cases Roth IRA rollovers if education costs don’t use all the funds
👉The biggest planning questions aren’t whether to save, but how much to save, who should own the account, and how it fits with taxes, financial aid, and retirement goals
👉For high earners and grandparents, 529 funding decisions can affect cash flow, gifting strategy, and long‑term flexibility—sometimes in ways that aren’t obvious up front

Used well, a 529 plan isn’t about predicting a child’s future. It’s about preserving options while keeping your own financial independence on track. 529 Day is a good reminder to step back and make sure your education‑funding strategy still fits the rest of your plan.

#529

Today, we pause to remember the men and women who gave their lives in service to our country. Their sacrifice makes our freedoms possible, and we honor them with gratitude and respect.

Our office and the financial markets are closed in observance of Memorial Day. We'll return to our normal business hours tomorrow.