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The Monthly Bugle Newsletter - May 2026, Issue #18
Out With The Old, In With The New On May 13, 2026, Kevin Warsh was confirmed by the Senate as the new chair of the Federal Reserve. The vote was divided almost perfectly along party lines (CNBC). As Trump’s pick for Fed chair, Warsh is widely expected to work to lower interest rates, although he has vowed to maintain the Fed’s independence and not be swayed by outside political pressures. Trump has been calling for lower rates for a while now, and has expressed dissatisfactio
May 22


RIA, Family Office, Financial Planner... What Does It All Mean?
When people are searching for someone to help them manage their money, they enter a world of jargon. Before even getting to the financial lingo that is used to describe investing, the terminology used to describe the practitioners who are supposed to help you is nearly as confusing. The following is a guide to help you understand what types of companies there are in the industry, what they do, and the roles of the individuals that work for those companies. Types of Wealth Man
May 20


What Is a Tax Shelter? How Corporate Retirement Plans Can Help Business Owners Save More Strategically
If you own a business, taxes probably shape more decisions than you expected. Payroll. Entity structure. Owner compensation. Employee benefits. Retirement contributions. The pieces do not sit in separate boxes, even when they feel like separate conversations. That is why corporate retirement plans can become such powerful tax shelter vehicles. When designed well, they can help business owners defer taxes, increase retirement savings, support employees, and use company dollars
May 12
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