Hatcher Capital Investments

05/28/2026

05/20/2026

Families today have more options than ever when it comes to planning and investing for their children’s future. This article from Vanguard explores the recently introduced “Trump Accounts” for kids, including how the accounts work, eligibility details, and what families may want to consider when evaluating long-term savings and investment strategies for the next generation.

Discover how Trump accounts may be able to help families boost kids’ long-term financial security.

05/14/2026

Planning for a child’s future often comes with an important question: which type of account makes the most sense for your family’s goals? From education-focused savings plans to custodial investment accounts, each option offers different features, tax considerations, and levels of flexibility.

In this video, Clay walks through several common account types families use when saving and investing for children and grandchildren.

An overview on 529s, UTMA/UGMAs, and 530A accounts

05/10/2026

Today we celebrate all moms-- the ultimate investors in the future! Happy Mother's Day! 💐

05/07/2026

🎓 Graduation season is here — and as caps are tossed and celebrations begin, it’s also a great reminder to think about the next generation’s future. And since it’s May (5/29), there’s no better time to talk about 529 plans!

A 529 plan can help families save for future education expenses while offering potential tax advantages along the way. Whether your student’s path leads to college, trade school, or continuing education, planning ahead can make a meaningful difference over time.

Learn more about 529 college savings plans here:
https://www.schwab.com/learn/story/saving-college-529-college-savings-plans

04/30/2026

As investors look for more tax-efficient ways to build long-term wealth, strategies like backdoor Roth contributions and Roth conversions are becoming increasingly relevant. While income limits can restrict direct contributions to a Roth IRA, these approaches offer alternative pathways to take advantage of tax-free growth and tax-free withdrawals in retirement.

Listen to one of our advisors, Matthew Dawson, give a brief and informative overview of these strategies. 👇

Back Door Roth and Roth Conversions

04/22/2026

Is it better to pay taxes now… or later? A Roth IRA conversion can be a powerful strategy for creating tax-free income in retirement—but timing and planning are key. Learn when it might make sense for your situation and how to approach it thoughtfully.

Check out this helpful breakdown from Charles Schwab:

A Roth IRA conversion involves moving assets from other retirement plans into your Roth IRA. Learn how to convert a Roth IRA and whether it's right for you.

04/15/2026

Think you can’t contribute to a Roth IRA? Think again!

A backdoor Roth strategy may help high-income earners take advantage of tax-free growth and withdrawals in retirement—but it’s important to understand the rules before getting started.

Learn more:

If your income is too high to contribute to a Roth IRA, there's another way in—but it comes with some caveats.

03/25/2026

Market volatility can test even the most seasoned investors—but staying disciplined is key to long-term success.

In this video, Clay shares insights on why it’s important to stay the course and avoid making emotional decisions during market fluctuations. By focusing on your long-term goals rather than short-term noise, you can remain confident in your strategy and better position yourself for lasting results.

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