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A 530A account is a custodial investment account for minors, opened in the child’s name with a parent or guardian as custodian. Contributions grow tax-deferred until age 18, when the account converts into a Traditional IRA-style investment account, available for retirement or earlier use under certain standard IRA exceptions.

Burling Wealth Partners is honored to be recognized as a 5-Star Wealth Management Team by InvestmentNews, a distinction that highlights leading advisory teams across the United States demonstrating meaningful client engagement, growth, and commitment to excellence.

We bring the past quarter to life through a series of thoughtfully curated charts designed to highlight key trends and themes shaping the markets. Our goal is to provide clear, engaging insights that deepen your understanding of market dynamics and spark meaningful perspective on what lies ahead.

With tax season now behind us, many individuals and families have a clearer view of their financial picture. For some, that brings confidence. For others, it raises new questions.

We bring the past year to life through a series of thoughtfully curated charts designed to highlight key trends and themes shaping the markets. Our goal is to provide clear, engaging insights that deepen your understanding of market dynamics and spark meaningful perspective on what lies ahead.

CHICAGO, Jan. 14, 2026 — Burling Wealth Partners, an independent Registered Investment Advisor, announced today that it has surpassed $1 billion in client assets under management as of December 31, 2025.…