Most parents and grandparents can relate to the challenges of teaching the next generation about money, whether it’s explaining the difference between wants and needs, encouraging them to save, or helping them understand the value of a dollar.
The current volatility has domestic equity markets on edge. Many U.S. equity asset classes and sectors are in negative territory so far this year. One unexpected bright spot in 2025 has been international equities, including emerging markets.
Investing can feel like a juggling act—whether you’re a professional or just trying to keep your family’s finances on track. The flood of data, numbers ticking up and down, and endless stream of opinions can leave your head spinning.
It doesn’t take much to lose trust in a financial planning relationship. I’ve seen it happen in real time when an analysis uses the wrong name in a presentation (not good) or relies on inaccurate spending data (very bad).
The SECURE Act of 2019 fundamentally changed how inherited Individual Retirement Accounts (IRAs) must be handled, with significant implications for those who have inherited IRA assets since 2020.
Anyone who has been in the market for a new home over the past few years has discovered something many economists once considered highly improbable – a sudden and sustained lift in mortgage interest rates coupled with resiliency in housing prices.
When I think of a 30-year retirement for myself, I find it completely overwhelming. It is a long time horizon and somedays I can barely plan for tomorrow, let alone 30 years into the future.
In recent years, the frequency and scale of data breaches have skyrocketed, exposing hundreds of millions of individuals to the risk of financial fraud.
Historically speaking, election years tend to be positive in terms of stock market performance. And this election year is holding true to historical patterns, so far. But this may be entirely coincidental and not reflective of any real or direct impact that elections have on stock prices.
When the topic of concentration risk comes up in portfolio management, normally folks think about the possibility of holding a large individual stock position in their account.
