Iconoclastic Insights

Perspectives on financial planning, investing, taxes, and retirement from the Iconoclastic Capital team.

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From The Archives: Iconoclastic Turns 5

From The Archives: Iconoclastic Turns 5

We’re Officially Smarter Than a Pre-Schooler

We’re Officially Smarter Than a Pre-Schooler

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Bilbo Baggins running along a green countryside path

There and Back Again: A Summer Investors Journey

There and Back Again: A Summer Investors Journey

Ups and downs, the good and the bad; this summer had it all. Find out what, why, and how it pertains to you.

Ups and downs, the good and the bad; this summer had it all. Find out what, why, and how it pertains to you.

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Illustrated overview of Trump Accounts and their features

Trump Accounts, 529s, Custodial Roths: How to Choose (2026)

Trump Accounts, 529s, Custodial Roths: How to Choose (2026)

Starting July 4, 2026, you can fund a new kind of account for a child.

Starting July 4, 2026, you can fund a new kind of account for a child.

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Franklin D. Roosevelt seated at a desk with officials

The Most Expensive Decision You’ll Make in Retirement Isn’t Your Portfolio

The Most Expensive Decision You’ll Make in Retirement Isn’t Your Portfolio

Hint: it rhymes with Schmocial Maturity

Hint: it rhymes with Schmocial Maturity

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Soccer players on the field during a match

Performative White-Collar Executions Part 2: Read the Writing on the Wall

Performative White-Collar Executions Part 2: Read the Writing on the Wall

The Icono Field Guide to acting on what your gut already knows

The Icono Field Guide to acting on what your gut already knows

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Performative White-Collar Executions Part 1: Build Your Bunker

Performative White-Collar Executions Part 1: Build Your Bunker

The Icono Field Guide on how to survive Mark Zuckerberg's robot apocalypse

The Icono Field Guide on how to survive Mark Zuckerberg's robot apocalypse

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Iconoclastic Client Newsletter: Updates, Updates and More Updates

Iconoclastic Client Newsletter: Updates, Updates and More Updates

The Best One Yet!

The Best One Yet!

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Iconoclastic Spring Cleaning Newsletter

Iconoclastic Spring Cleaning Newsletter

Quick updates from your favorite financial planning team this side of the Mississippi

Quick updates from your favorite financial planning team this side of the Mississippi

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The Astronauts Are Home and Your Rollover Check Is Still Somewhere Over Ohio.

The Astronauts Are Home and Your Rollover Check Is Still Somewhere Over Ohio.

Four astronauts just flew around the moon and are on their way home.

Four astronauts just flew around the moon and are on their way home.

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Trump Accounts: What Parents Need to Know Right Now

Trump Accounts: What Parents Need to Know Right Now

A new type of investment account just entered the picture.

A new type of investment account just entered the picture.

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How we approach AI at our Firm

How we approach AI at our Firm

and Fun Ways We're NOT Using AI Right Now

and Fun Ways We're NOT Using AI Right Now

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The Tax War Room Continues: The New Tax Bill Nobody Read

The Tax War Room Continues: The New Tax Bill Nobody Read

and the 6 Moves That Actually Matter for Individuals and Business Owners.

and the 6 Moves That Actually Matter for Individuals and Business Owners.

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