Patriot Investment Management

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We are trusted advisors for all things financial, providing unmatched personalized service to clients who seek reliable and objective guidance from a local team of experienced, fee-only financial professionals.

Many retirees assume that waiting longer to claim Social Security is always the best strategy, but the decision is often...
06/10/2026

Many retirees assume that waiting longer to claim Social Security is always the best strategy, but the decision is often more nuanced. Factors such as longevity, taxes, income needs, and overall retirement goals can all influence the optimal timing. In our latest article, we explore the key considerations that can help retirees make a more informed Social Security claiming decision.

Many retirees understand that delaying Social Security benefits can result in a larger monthly payment. While that is generally true, there is an important tradeoff to consider: the longer you wait to begin receiving benefits, the fewer years you may have to collect them. Ultimately, the value of de...

The new 530A “Trump Accounts” proposed for 2026 are generating attention for their potential $1,000 government contribut...
05/11/2026

The new 530A “Trump Accounts” proposed for 2026 are generating attention for their potential $1,000 government contribution, but there may be additional long-term planning opportunities families should understand. In our latest blog post, we break down how these accounts work, contribution limits, Roth IRA rollover potential, and key considerations for families evaluating this new savings strategy. Check out the full article and contact your Patriot advisor with any questions.

Beginning in 2026, families across the United States may gain access to a new financial planning tool designed to support children’s long-term financial futures: the 530A account, commonly referred to as a “Trump Account.” While much of the public attention has focused on the proposed $1,000 g...

The first year of retirement often begins with a sense of freedom but quickly evolves into a period of adjustment, as re...
04/27/2026

The first year of retirement often begins with a sense of freedom but quickly evolves into a period of adjustment, as retirees redefine their routines, purpose, and relationship with money. From shifting income dynamics to building meaningful daily structure, this transition is both emotional and financial—and benefits from thoughtful planning. Read the full blog post to explore how to navigate this stage with confidence and ensure your plan continues to reflect your changing needs and priorities.

Some retirees describe the first few months after retirement as a “honeymoon phase,” during which they focus on travel, projects, and catching up on rest. After the honeymoon glow wears off, many begin asking deeper questions about how they want to spend their time and energy.1 It’s not only n...

Markets kicked off the year with volatility, as concerns around AI disruption, geopolitical tensions, and shifting inves...
04/14/2026

Markets kicked off the year with volatility, as concerns around AI disruption, geopolitical tensions, and shifting investor sentiment weighed on stocks despite moments of resilience. With the Federal Reserve holding rates steady and uncertainty still in play, investors are left navigating a complex landscape.

Want the full breakdown of what happened in Q1—and what it could mean for your strategy? Read the full update below.

U.S. Markets Stocks fell in the first quarter amid concerns that artificial intelligence (AI) could disrupt certain industries along with geopolitical issues that unsettled investors. The Dow Jones Industrial Average lost 3.58%, while the Standard & Poor’s 500 Index fell 4.63% and the Nasdaq Compo...

Tax planning doesn’t have to be reactive or stressful. By taking a two-year, forward-looking approach, you can uncover o...
03/31/2026

Tax planning doesn’t have to be reactive or stressful. By taking a two-year, forward-looking approach, you can uncover opportunities to reduce your tax burden, stay ahead of changes, and align your strategy with your broader financial goals. Connect with Patriot to start building a more proactive, tax-efficient plan.

Let’s admit it: planning for taxes isn’t exactly enjoyable. There are probably plenty of things you’d rather be doing. However, thoughtful tax planning plays a critical role in your overall financial health. Starting early can help you save money, reduce errors, and minimize stress when tax se...

We often hear from clients who are surprised by a higher-than-expected tax bill at filing time. While it can feel overwh...
03/16/2026

We often hear from clients who are surprised by a higher-than-expected tax bill at filing time. While it can feel overwhelming, there may still be steps you can take to review your return, explore potential opportunities, and make a plan for moving forward. Here are five actions to consider if your tax bill came in higher than anticipated.

Have you just completed your taxes and discovered that you owe way more than you expected? Don’t panic. There are several ways to bring that hefty tax bill down. Step 1: Check for Errors First, go through your return and make sure that you haven’t made a mistake. If you used tax software, note t...

At Patriot, we believe that financial confidence starts with a strong foundation. While partnering with a trusted adviso...
03/04/2026

At Patriot, we believe that financial confidence starts with a strong foundation. While partnering with a trusted advisor is key to building and protecting your wealth, understanding the core principles of financial literacy empowers you to make informed decisions every day. Below, we outline five essential financial basics everyone should know—then connect with our team to create a personalized strategy that puts these principles to work for your unique goals.

Working with a trusted financial professional is important when it comes to strategizing and preparing to meet your financial goals. However, as most of us handle money daily, it’s important to have an in-depth understanding of the fundamentals of financial literacy. Below we’ve identified five ...

An estate strategy is not a one-time task—it’s an ongoing process that should evolve as your life and financial circumst...
02/19/2026

An estate strategy is not a one-time task—it’s an ongoing process that should evolve as your life and financial circumstances change. From major milestones like marriage or the sale of a business to shifts in tax law and economic conditions, regular reviews help ensure your plan continues to reflect your wishes and protect the people you care about. With today’s changing landscape, staying proactive about your estate strategy is more important than ever—read on to explore key insights and practical guidelines to help keep your plan aligned with your goals.

Once an estate strategy is in place, it should only require periodic reviews to check that it still reflects your wishes. However, life events such as marriage, divorce, births, deaths, relocations, health changes, business sales, and changes in tax law may prompt you to reconsider part of your over...

Tax season is officially here, and a little upfront organization can go a long way. Whether you’re filing on your own or...
02/03/2026

Tax season is officially here, and a little upfront organization can go a long way. Whether you’re filing on your own or working with a tax professional, smart preparation can help reduce stress and avoid costly mistakes. Check out these practical tax prep tips to help you stay organized, avoid surprises, and approach this tax season with confidence.

Tax season is officially here—and a little preparation now can save you time, stress, and potential headaches later. Whether you meet with a tax professional or prepare your taxes yourself, proper planning helps the processes go more smoothly and may reduce the risk of costly errors. Check out the...

U.S. markets finished the quarter with positive momentum, supported by easing inflation, lower interest rates, and solid...
01/14/2026

U.S. markets finished the quarter with positive momentum, supported by easing inflation, lower interest rates, and solid corporate earnings—despite periods of uncertainty tied to the government shutdown and mixed economic signals. In this update, we’ll highlight key market developments from the past quarter and discuss what investors may be watching as we move into the new year.

For more timely insights on financial topics and planning strategies, please visit our website and subscribe to our blog.

U.S. Markets U.S. stocks notched a solid gain in the fourth quarter as investors cheered lower interest rates and solid corporate profits while navigating limited economic updates due to the U.S. government shutdown. The Standard & Poor’s 500 Index gained 2.35%, while the Nasdaq Composite added 2....

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