Stablepoint Partners

529 plans can be much more than just a college savings tool.

In this week’s update, Christopher K. Griffith, CFP®, CPWA®, discusses how 529 plans may play a powerful role in multi-generational tax, estate, and wealth planning — from superfunding strategies to Roth IRA conversions and beneficiary flexibility across generations.

HSAs can be one of the most powerful tax-advantaged planning tools available, but without the right beneficiary strategy, they can also create a significant tax burden for heirs.

In this week’s video, Kennan Startzell, CFP® explains the often-overlooked “HSA tax trap” and shares planning strategies that can help families avoid costly surprises down the road.

Markets continue to rebound despite ongoing geopolitical uncertainty and elevated oil prices.

In this week’s update, Christopher K. Griffith, CFP®, CPWA®, shares four key takeaways on earnings growth, market valuations, consumer trends, and why diversification continues to matter.

Strong earnings. Shifting narrative.
Markets may feel uncertain, but the underlying story is building. season

Grateful for the trust our clients place in us every day.

This recognition is an honor—but the real privilege is the work we get to do for you.


In, 2026, Christopher Griffith & Henry Wheelwright were included in the Forbes Best-in-State Wealth Advisors list, a ranking developed by Forbes Media LLC in collaboration with SHOOK Research, LLC. Advisors are evaluated using a combination of qualitative and quantitative criteria, including factors such as assets under management, revenue trends, industry experience, compliance records, and service practices, and are typically nominated by their firms. This recognition does not imply superior skill or expertise and should not be construed as a guarantee of future performance or client outcomes. No compensation was provided by Christopher Griffith or Henry Wheelwright in connection with receiving this award.

Grateful for the trust our clients place in us every day.
This recognition is an honor—but the real privilege is the work we get to do for you.

A good reminder: markets may fluctuate, but time and discipline matter most.

Q1 brought volatility — but also opportunity.
This week, Henry shares where we’re seeing both.

It’s been a fast-moving first quarter, with plenty of headlines and market volatility.

In this week’s update, Henry Wheelwright shifts the focus to something equally important — opportunity.

From software stocks to private credit and market rotation, there are areas where disciplined investors may find attractive entry points.
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Wishing everyone a wonderful Easter weekend.