Your Wealth Questions

Investment Programs Scam

Q: What is a 26f program? Are funds that are stated to be 26f, such as Vanguard Wellington, good investments in an IRA or are they better in a taxable account?

A: We weren’t aware of a “26f” program, so we did some research online and found no evidence that there is any official 26f program. It appears to be some type of scam to get people to purchase an annual subscription to their “financial advice” website, where they will then give you the details of the program. One blogger I came across actually subscribed, however, there was no information inside the website. I would be very wary of any type of advertising of these programs. If it seems too good to be true, it probably is, and I would stay clear.

Ready when you are

Build your customized strategy with our team.

Start with a conversation about your goals, questions, and how a holistic plan could simplify your financial life.

Schedule an intro call

Continue reading

View all articles
How Long Does It Take to Make a Friend? The Science Behind Real Connection
Blog

How Long Does It Take to Make a Friend? The Science Behind Real Connection

July 22, 2026
Norway and Rhine River Cruise
Blog

Client Spotlight: What a 16-Day Norway and Rhine River Cruise Actually Looks Like in Retirement

July 15, 2026
Metro Atlanta's Largest Employers List
CIA in the Press

Capital Investment Advisors Recognized on the Atlanta Business Chronicle’s Metro Atlanta’s Largest Employers List

July 14, 2026
Core pursuits: hobbies in retirement
Blog

‘Core Pursuits’: Why You Need 5 Hobbies in Retirement

July 14, 2026

Roth Conversions: a smart tax move, or an expensive mistake?

A clear, no-pressure guide to deciding whether converting pre-tax retirement savings to a Roth may fit your situation.