Pioneer Insights

Milad Taghehchian, CPA, CFP® Milad Taghehchian, CPA, CFP®

Austin Real Estate in 2026: Where Prices Stand, and What 2027-2028 Could Bring

Austin home prices peaked in April 2022 at roughly $565,000, then gave a lot of that back. Four years later, the market is still working through the hangover: prices are down, inventory is way up, and buyers finally have room to negotiate again. At the same time, Austin keeps adding jobs, residents, and semiconductor investment at a pace few U.S. metros can match.

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Family & Education Planning Shirley Sanchez Family & Education Planning Shirley Sanchez

The Parent’s Guide to Future Savings: 529 Plan vs. Section 530A Account (Trump Account)

As a parent, setting your child up for long-term financial stability is one of the greatest gifts you can offer. For decades, the 529 plan has served as the gold standard for funding higher education. However, with the introduction of Section 530A accounts, parents now have access to a savings vehicle built for early investing and retirement.

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Milad Taghehchian, CPA, CFP® Milad Taghehchian, CPA, CFP®

Surging Bond Yields and a Rotation?

What do rising bond yields in the UK, Japan, and the US mean for an investors portfolio. A fee only fiduciary look at the meaning of it all.

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Milad Taghehchian, CPA, CFP® Milad Taghehchian, CPA, CFP®

Got Stock Options? Maybe 83b It.

Stock options can be very valuable and also very costly from a tax standpoint. There are many strategies that can be used to minimize current or future tax liabilities. 83b elections are one of those.

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Market & Economic Commentary Ian Tennant Market & Economic Commentary Ian Tennant

How Real Estate Taxes Can (And Will) Shape A City: Pt. 1 (From “The Live Musical Capital” Lens 🎸🦇)

Guess what time it is?? It’s your favorite time of the year again, TAX TIME!

“Wait, what? I already filed my tax return, and they’re already asking for more?! Can I live?! 😭”

Well, there’s a different type of tax being decided in the background, and it’s somewhat of a quiet, immovable force that can have a major impact on how a city looks, feels, and sounds, and can be sourced right to your front door.

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Tax Planning Milad Taghehchian, CPA, CFP® Tax Planning Milad Taghehchian, CPA, CFP®

Recordkeeping and Deductible Expenses for Small Businesses

If you run a sole proprietorship, Schedule C is where you report your business income and most business expenses on your personal return. Good recordkeeping and correct categorization of deductions not only make tax filing easier, they are also the foundation for surviving an IRS audit and keeping more of what you earn.

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Retirement Planning April Busby Retirement Planning April Busby

Lessons from the Trail: Preventing Financial Burnout

As the one-year anniversary of my epic 2,200‑mile Appalachian Trail thru‑hike draws near, I’m sharing my sixth and final lesson from the trail: Preventing Financial Burnout. This isn’t just about saving money — it’s about building resilience, protecting your peace of mind, and ensuring you can keep hiking, dreaming, and living your best life without being weighed down. The trail taught me that sustainability isn’t just for the landscape— it’s for your finances too. Enjoy!

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Investing Milad Taghehchian, CPA, CFP® Investing Milad Taghehchian, CPA, CFP®

Credit Markets Show Resilience and Challenges in 2026

Bonds and Credit investments have had a rocky few years. As interest rates rose in 2022 bonds lost value but also become more attractive as yields rose to levels not seen in many years. 2026 has been more stable but inflation worries with conflicts in the middle east are making yields a bit more sticky than some expected.

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Retirement Planning Nicole Renaux Retirement Planning Nicole Renaux

SEP IRA vs. Solo 401(k) vs. Traditional 401(k) vs. SIMPLE IRA vs. Cash Balance Plan: Which Retirement Plan Works Best for an S Corp Owner?

As a high-earning business owner, you've invested a lot to build a successful business. For many, the profits and earnings of the business become concentrated in the business. And often, the success of the business is directly tied to the owner's work. If the business isn’t worth much without the owner, it’s crucial to diversify your investments.

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Investing Milad Taghehchian, CPA, CFP® Investing Milad Taghehchian, CPA, CFP®

Why Today's Best Companies Stay Private Longer: What It Means for Investors

Since 2000, many of the world's fastest-growing companies have delayed going public, allowing private investors to capture more of their early growth. This shift is changing small-cap investing, market concentration, and how high-net-worth investors think about portfolio diversification. Understanding the evolution of public and private markets is increasingly important for long-term investment success.

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