Pontchartrain Investment Management

LPL Research examines rising government debt costs, Treasury market stress, and what investors should watch as higher rates reshape the fiscal outlook. Check out the Weekly Market Commentary today: https://www.mypontchartrain.com/weekly-market-commentary

October is Long-Term Care Planning Month, a timely reminder that preparing for the future means planning for more than retirement alone.

Understanding Long-Term Care Insurance Long-term care insurance helps pay the cost of long-term care if you can no longer perform the basic activities of daily living.

Receiving an inheritance can bring a mix of emotions and opportunities. While it may be tempting to make quick decisions, taking time to create a thoughtful plan can help ensure your inheritance supports your long-term goals.

LPL Research explores how geopolitical tensions, higher interest rates, and AI investment are adding to the stock market’s wall of worry. Check out the Weekly Market Commentary today: https://www.mypontchartrain.com/weekly-market-commentary

The IRS Is Cracking Down on a Favorite Way the Ultrawealthy Pass On Money One family is fighting a $736 million gift tax bill on its GRATs while the popular trusts proliferate.

The value of a college degree depends on more than just the diploma. Strategic planning can help families balance education goals with long-term financial well-being. Take a look at what the latest research reveals.

Parents Face a Tug of War Between Paying for Retirement and College. How to Pull It Off. Secure your retirement before you go all in on paying for college.

Earning a scholarship is an exciting achievement, but understanding the potential tax implications is just as important. Take a few minutes to learn how different types of scholarship funds may impact your family's financial picture.

Is That College Scholarship Taxable? What Parents Need to Know Before Fall Financial assistance for college comes in lots of shapes and sizes, and so do the tax consequences.

LPL Research analyzes S&P 500 margin expansion, assessing how much is structural versus cyclical and what that means for future earnings forecasts. Check out the Weekly Market Commentary today: https://www.mypontchartrain.com/weekly-market-commentary

Today we're celebrating someone who makes a difference every day. Happy Birthday Andy! 🎂 Thank you for your leadership, expertise, and genuine care for the people around you. We hope your special day is filled with laughter, celebration, and time with those you love.

🎓 Congratulations to our 2026 scholarship recipient, Malory Dauzat!

We are proud to recognize Malory's achievements and look forward to seeing all that she accomplishes in the future. Supporting education and investing in the next generation is something we value deeply, and we are honored to be a small part of this exciting journey.

Please join us in congratulating Malory on this well-deserved recognition! 🌟