Trump Accounts, SpaceX, and the Role of Illiquidity in Portfolios

Blog

06/10/2026

Trump Accounts, SpaceX, and the Role of Illiquidity in Portfolios

Trump Accounts: What Families Need to Know We have been monitoring developments related to Section 530A (“Trump”) accounts, introduced in 2025 legislation. These accounts aim to provide a tax-advantaged savings vehicle for children under 18, including a government-initiated pilot program promising $1,000 to children born between 2025 and 2028. Section 530A accounts have unique tax […]

Maslow Wealth Named to USA Today’s 2026 Best Financial Advisory Firms List

Blog

04/30/2026

Maslow Wealth Named to USA Today’s 2026 Best Financial Advisory Firms List

We’re excited to announce that Maslow Wealth Advisors has been named to USA Today’s 2026 Best Financial Advisory Firms list. The award is based on an independent evaluation process that considers factors such as assets under management growth, industry experience, and professional credentials. At Maslow, we strive to help clients make thoughtful, intentional decisions as […]

Maslow Wealth Named a 2026 Best Place to Work by the Austin Business Journal

Blog

04/24/2026

Maslow Wealth Named a 2026 Best Place to Work by the Austin Business Journal

We’re proud to share that Maslow Wealth Advisors has been named one of the 2026 Best Places to Work by the Austin Business Journal. The results are based on confidential employee surveys that evaluate team dynamics, trust in leadership, communication, and overall workplace experience. Only the top-scoring companies in the region are selected. It’s a […]

Blog, Video

04/17/2026

Barside Chat | 04/2026

In this edition of Barside Chat, Matt and Isaac take on a topic that’s been dominating headlines: the intersection of AI, software, and private credit. They unpack the recent concerns around AI disrupting software businesses and what that could mean for private credit markets. They also pull back the curtain on what Maslow’s Investment Committee […]

Advisor Spotlight | Kevin Tiernan

In our latest video, we sit down with Kevin Tiernan, Senior Advisor and Partner at Maslow Wealth Advisors. Kevin reflects on his journey from global asset management firms to Maslow and how those experiences continue to shape his approach to advising today. He shares why meaningful client relationships are at the center of his work […]

Blog, Video

01/05/2026

Barside Chat | 01/2026

Happy New Year! In this edition of Barside Chat, Matthew Jachimiak and Isaac Thompson break down the current economic landscape and what it means for investors. They discuss why economic data and consumer sentiment can tell very different stories, and how markets have performed in the face of uncertainty. They also provide a foundational overview of private […]

Barside Chat | 10/2025

In this episode Barside Chat, Matt Jachimiak and Isaac Thompson dive into the latest moves by the Federal Reserve and what they mean for investors. They break down how equities are behaving in the current environment, the forces driving market sentiment, and what investors should keep in mind as conditions evolve. The conversation offers perspective […]

Introducing Maslow Hill Country!

We are thrilled to announce the opening of our second office location, Maslow Hill Country! Yesterday, we had the honor of cutting our blue ribbon alongside the wonderful team from the Lake Travis Chamber of Commerce. This milestone has been a long time in the making and represents a major growth goal for our firm. Maslow […]

Uncategorized

09/02/2025

Advisor Spotlight | Ashley Kilgust

In this edition of Advisor Spotlight, we sit down with someone who truly wears many hats at Maslow: Ashley Kilgust, Partner, Chief Culture Officer, Head of Advisory, and one of the integral forces behind the firm’s evolution. Ashley was recently nominated for the Austin Business Journal’s Women in Business Awards, a recognition that speaks to her […]

Comparing 401(k) and Deferred Compensation Plans

Blog

08/19/2025

Comparing 401(k) and Deferred Compensation Plans

The information below is provided for educational purposes. Please consult with a qualified professional before making financial decisions. Introduction Working with a financial advisor Austin TX residents trust often means evaluating different retirement vehicles like the 401(k) and deferred compensation plan. This decision is more than just preference — it is a strategic choice with […]

Blog, Video

07/08/2025

Barside Chat | 7/2025

Unless you’ve been hiding under a rock, you’ve likely felt the whiplash of 2025. From rising tariffs and persistent market volatility to escalating global tensions, it’s been a year that continues to test investors’ resolve. In this edition of Barside Chat, Chief Investment Officer Matthew Jachimiak sits down with Portfolio Manager Isaac Thompson to unpack the […]

Advisor Spotlight | Fred Frey

In our latest video, we sit down with Fred Frey, CFP® at Maslow, for a candid conversation about what it means to be an advisor today. Fred shares his journey, what drew him to financial planning, and how his work is shaped by a deep understanding of human behavior – not just numbers. This is […]

Blog, Video

04/04/2025

Barside Chat | 4/2025

As we wrap up the first quarter of 2025, markets have continued their unpredictable dance. After a strong finish to 2024, investors entered the new year with cautious optimism. So far, we’ve seen a tug-of-war between resilient consumer spending and persistent inflation concerns. Looking ahead, we expect markets to remain reactive to both economic data […]

Retirement and the Search for Purpose

Retirement and the Search for Purpose: Why Planning for Wealth Alone Isn’t Enough For decades, retirement planning has revolved around a singular question: Do I have enough money? The traditional view of financial independence centers on a smooth transition from a paycheck to a portfolio-driven income, ensuring a comfortable lifestyle without financial worry. But for […]

Blog, Video

01/16/2025

Barside Chat | 1/2025

In this issue of Barside Chat, we’ll explore the broader economic and market shifts from the past year, including how the transition to new presidential leadership may influence the landscape ahead. The video below highlights key takeaways from 2024 and offers a perspective on maintaining stability amid change. We hope you enjoy, and encourage you […]

Why Staying Invested Matters

Recent events have sparked discussions about the economy and its potential impact on investments. It’s natural to feel uncertain and consider changing your financial strategy during times like these. The U.S. economy is incredibly dynamic and has consistently proven resilient, navigating various policy environments. In this video, Angela Smith explores why trying to time the market—especially during […]

Blog, Video

10/17/2024

Barside Chat | 10/2024

In this edition of Maslow Wealth Barside Chat, Matthew Jachimiak and Isaac Thompson explore current topics impacting today’s market. They discuss how inflation adjustments are shaping economic forecasts and growing concerns about market volatility, as investors brace for possible shifts in policy with the upcoming election. Don’t miss these key takeaways to help navigate the […]

Maslow Wealth Insights

We are excited to share some significant updates with you in this month’s newsletter. In our latest video, Jay Gokhale and Paul Lueb delve into the recent opening of our new office in the Domain, a move that marks a significant milestone for our firm. They also provide insightful commentary on the evolving landscape of […]

Quarterly Insights: Q3 2024

In this edition of Maslow Wealth Barside Chat, our Chief Investment Officer Matthew Jachimiak is joined by our Portfolio Manager, Isaac Thompson, to talk about inflation and interest rates in the context of 2024 and how this influences our decision-making process for the rest of the year and beyond. Now that you’ve “met” another member […]

Blog, Video

04/17/2024

Quarterly Insights: Q2 2024

Welcome to the inaugural Maslow Wealth Barside Chat! It has been an eventful start to 2024 (including our rebrand), with many questions surrounding what to expect for the remaining three quarters. When it comes to investing, sometimes it’s best to look to the past to inform the future. Nearly a century of US stock and bond […]

Market Review 2023: Rising Stocks Left Predictions Grounded

Blog

02/08/2024

Market Review 2023: Rising Stocks Left Predictions Grounded

It was a year that defied expectations by many accounts. A number of forecasts predicted that the US economy would enter a recession in 2023 as the Federal Reserve raised interest rates to fight high inflation.

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