Expand your financial knowledge with insightful blog posts highlighting market changes and financial strategies.
The first quarter of 2025 delivered its share of headline-grabbing events—from ongoing trade disputes to inflation fluctuations—causing volatility across global markets. Despite the uncertainty, diversified portfolios helped smooth the ride for long-term investors. Like a
My dad always preached the importance of insurance, just like your dad probably preached it to you, and his dad preached it to him. While we were young and invincible (or was that just me?)
Summary 2024 was a successful year for investors, despite the slate of uncertainties at the onset and throughout. The US stock market, led by our biggest companies and concentrated in the technology sector, powered forward
It has long been common knowledge that making emotional investing and money decisions can lead to poor results. The field of behavioral finance has only more recently begun to document and quantify the impact. A
For those of us who are charitably inclined, we will give to our favorite charities because of the good that it does and how it makes us feel. But for many folks, there are often
A familiar theme continued during the second quarter of 2024: US stocks led all other major asset classes, with most of this performance attributable to just a handful of technology companies. Last quarter’s commentary discussed
As the U.S. election season approaches, investors might easily become overwhelmed by the market predictions and speculations swirling around them. Predicting an election outcome is difficult enough – add in the question of “impact” on
The world of employee benefits and compensation is constantly expanding, making it ever more important that you fully understand what your employer is truly offering you. One VERY attractive way to compensate employees is in
I have a pet peeve with financial media and news reports on the stock market in general. Well, I actually have a lot of pet peeves about the financial media, but this commentary will discuss
These days, technology seems to be evolving faster all the time. While technology can bring ease and efficiency (and do lots of cool things – just see TIME’s list of Best Inventions of 2023 for
Do I need a Life Insurance Trust? For higher-net worth individuals and families, life insurance and estate planning are important to consider together. To explain why, let’s revisit another personal finance topic: taxes! Life insurance
As the saying goes, nothing in this life is certain besides death and taxes. My version would be edited to include AND tax law updates! This year is no exception. Many of 2024’s changes were
