If your portfolio is built around your goals and properly diversified, it's designed for moments like this.
As spring arrives and the weather warms up, many people turn their attention to cleaning out closets and organizing their homes. According to a recent survey, about 80% of...
One of the world’s top credit rating agencies just made a move no one wanted to see, and the financial media took notice. As you might have guessed, that triggered a wave of scary headlines. Let’s take a look at what this debt rating downgrade actually means…
What do you do when faced with a complex financial challenge? Do you seek an immediate solution, or do you take the time to fully understand the issue before acting? The way you...
“How long will this last?” “Will markets bounce back?” “Should I make a change now?” These are some of the most common and understandable questions investors are asking right now. When the market takes a sharp turn, it’s only natural to wonder what comes next and how long it might take to feel confident in the markets and economy again.
Tax season might not spark joy, but a refund sure can. In 2025, the IRS estimates the average federal income tax refund will top $3,170. 1 That means a lot of folks are suddenly...
Markets have been on a roller coaster, and investors are asking: Is a bear market on the way?
What will happen to your business when it’s time for you to take a step back? That can be a tough question that many business owners eventually have to face. Yet, far too many...
It’s been hard to miss the wave of attention-grabbing headlines lately. News cycles have been dominated by concerns over Big Tech’s earnings, trade tensions, and a potential economic slowdown in 2025. Even seasoned investors can feel uneasy when faced with headlines like these.
Market volatility can feel like a rollercoaster. Thrilling on the way up, stomach-churning on the way down. Even seasoned investors get a little uneasy when the market takes a dive...
Is your retirement savings on track? If you’re like most people, you may feel it’s not. In fact, concerns about running out of money in retirement are very common. 1, 2 Many people...
When are you going to retire? How did you make that decision? Many of us look at finances and health when we’re deciding when to retire. Whether or not we realize it, we’re also...