Weekly strategy performance

Starting in January 2026, Axos Advisor Services will offer a new suite of Roth account types: Qualified Plan Roth, SIMPLE Roth IRA, and SEP Roth IRA. These additions reflect updates under the SECURE 2.0 Act and are designed to give investors more flexibility with after-tax retirement savings. This expansion may also create new planning opportunities for financial advisers working with business owners and retirement plan sponsors. We’ll share more details as they become available. In the meantime, you can view Axos’s outline of the upcoming changes here.

When planning charitable donations, many investors look for options that align with both their philanthropic and financial goals. FPI Charitable, our donor-advised fund program, offers investors a tax-smart way to support their favorite charitable causes. Investors can access tax benefits now, maximize the potential of their giving account over time using Flexible Plan Investments’ risk-managed investment solutions, and create a lasting legacy for the charities of their choice. For more information, visit https://flexibleplan.com/our-solutions/donor-advised-funds.

To thank our employees for their hard work and dedication, our office will close at 4 p.m. (EDT) on Fridays from May 30 through September 26 to allow our staff to enjoy more of Michigan’s great summer.

Our office will be closed on Monday, September 1, in observance of the Labor Day holiday and market closure. Regular business hours, along with the Weekly Update, will resume on Tuesday, September 2. Remember, clients can log in to ontargetinvesting.com at any time to access daily account information, quarterly statements, and more.