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Thursday, August 29, 2024

Inheriting comes with many emotions, from sadness to confusion to perhaps even joy or relief. An inheritance can take various forms, such as cash, properties, stocks, bonds, property, or other assets. The person leaving the inheritance...

Wednesday, August 21, 2024

Now is an excellent time to start evaluating your current financial situation, determining your future goals and expectations, and working toward pursuing them. If you need help pulling together a plan for your finances, a financial...

Wednesday, August 14, 2024

If you're living paycheck-to-paycheck or stuck in a job you don't love just to pay the bills, it can be easy to feel as though you're financially trapped. But financial freedom doesn't need to be elusive—with some focused and...

Wednesday, August 7, 2024

Do you know the answer if your financial professional asks you what type of investor you are? While it may be challenging to classify yourself off the top of your head, knowing what type of investor you are might help you avoid making...

Tuesday, July 2, 2024

Those who receive an inheritance with the passing of a loved one are potentially given the gift of financial freedom if they choose to manage the wealth carefully. Did you know that only about one-third of adults have a prepared will,...

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Tuesday, July 2, 2024

No matter your age, financial competency is an important skill to have. The most important part of feeling confident in your finances is your ability to budget—and that’s not always an easy task. Here are a few helpful budgeting...

Tuesday, July 2, 2024

Financial freedom is a state of being in control of one's finances, covering expenses easily, and saving for future goals. Financial freedom enables you to choose how you spend or interact with your money and have the choice to decide...

Tuesday, July 2, 2024

What does the term "financial freedom" mean to you? For some, it means freedom from a particular workplace or industry. For others, it means the opportunity for an early retirement or the ability to start a long-desired business....

Monday, May 6, 2024

You probably already know that insurance is something you should have in case of unforeseen events. When it comes to estate planning, insurance helps manage the distribution of your assets the way you see fit. It may also help prevent...

Friday, April 26, 2024

Financial literacy is crucial to a solid financial future and an enjoyable retirement. No matter your age, when you understand how to manage your money and finances, you can make sound financial decisions and take the needed steps...

Tuesday, April 23, 2024

Did you know about 50 percent of Americans do not have life insurance? Part of the problem is a lack of clarity: 31 percent of people who need it but aren’t covered say it’s because they don’t know what to get. But it doesn’t have to...

Thursday, April 18, 2024

National Financial Advisor Day is a celebration on April 18 of each year. This date is a time to explore the world of financial professionals and understand how they may help you navigate the complexities of managing your money....

Tuesday, March 19, 2024

In the dynamic world of entrepreneurship, small business owners must constantly seek ways to stand out and access opportunities. Obtaining a Women’s Business Enterprise (WBE) certification for a woman-owned business could be a...

Friday, March 15, 2024

Regardless of the stage of life, your credit score is an essential component of your financial health when you're in retirement. A consistently strong credit score can pave the way for greater confidence, easy loan access, and lower...

Monday, March 11, 2024

Wealth preservation is essential for high-net-worth (HNW) individuals, but it warrants a gender-specific focus, too. Particularly for HNW women, understanding the complexities of wealth preservation is crucial. Whether due to...

Monday, March 4, 2024

Today, there are an estimated 12.3 million women-owned businesses. To give that some context, approximately 43% of entrepreneurs worldwide are women. A study conducted by Fidelity Investments showed that women are often less prepared...

Thursday, February 22, 2024

What is COBRA? The term "COBRA" is commonly used to refer to certain provisions of Title X of the Consolidated Omnibus Budget Reconciliation Act of 1986. This law provides an opportunity for employees and their dependents who have been...

Tuesday, February 6, 2024

Communicating about money with your significant other can be healthy for your relationship. When it comes to money and relationships, couples need to have the same financial values. Having conversations about money and dealing with...

Friday, February 2, 2024

Planning for retirement often involves focusing on your finances and ensuring that you not only will have enough to sustain you during your retirement but adequate funds to do the things you enjoy doing. While this strategy is a...

Tuesday, December 26, 2023

When it comes to financial bad habits, the most common are also well known — don’t spend too much, don’t take on unsustainable debt, and avoid living paycheck to paycheck. But what happens once you’ve...

Tuesday, December 26, 2023

As one approaches retirement, monitoring your financial situation by understanding your net worth and assessing the assets and resources needed to maintain a comfortable lifestyle throughout retirement is vital. This article explores...

Tuesday, December 26, 2023

A resolution for every month to help you work towards financial independence Cleaning up personal finances remains one of the top resolutions every New Year. But we all know what happens to most such self-promises, so here’s a...

Wednesday, December 20, 2023

For many, retirement is the phase of life to kick back, relax, and enjoy the fruits of years of working and saving. However, financial decisions before and during retirement can significantly influence our quality of life and tax...

Tuesday, December 12, 2023

Many parents may find it uncomfortable, or even believe it is unnecessary, to inform their children about personal finance matters. Yet, communicating openly with your family members can help to reassure them about your financial and...

Tuesday, December 5, 2023

At the end of the year, it is necessary to reflect on your financial picture, review the last 12 months, and plan for the future. With all that is involved, it can seem overwhelming. Consider breaking up the responsibilities over 12...

Friday, November 10, 2023

Having a desire to give and a philanthropic mindset are both important qualities to possess in modern society. With so many economic and social challenges in society, contributions to charities and philanthropy efforts are needed now...

Friday, November 10, 2023

In the U.S., women control a third of household assets. But by 2030, U.S. women are expected to control much of the assets that the baby boomer generation will pass to heirs, roughly 30 trillion in assets. High-earning women have...

Friday, November 10, 2023

If you've ever wondered why so many lottery winners (an estimated 70 percent) seem to blow through all their winnings so quickly, the answer often lies in two key traits: overconfidence and trusting the wrong people.1 The same...

Friday, November 10, 2023

As the year’s end approaches, High-Net-Worth Individuals (HNWIs) must prepare for one of the most critical monetary tasks: year-end tax planning. Due to the nature of their holdings and dynamic financial situation, HNWIs often...

Thursday, October 26, 2023

Starting your life together as a newlywed couple comes with many new responsibilities and opportunities, including creating a solid financial foundation for your future. Here are some essential financial planning tips to help you...

Friday, October 20, 2023

Getting laid off can be a very difficult and emotional experience, especially if you have been with the company for a long time. However, it is important to remember that there are ways to make the most out of this situation,...

Friday, October 13, 2023

You often hear people discuss "saving for retirement,” but in many cases, they're actually referring to their investing. The adage "you can't save your way to wealth" is simplistic, but has a kernel of truth; putting your money...

Tuesday, October 3, 2023

If you've been wondering how to optimize your finances and ensure your money continues to work for you, a financial professional may be able to help. But the thought of turning over your most sensitive financial information to a...

Monday, March 25, 2019

The Week on Wall Street Friday, the yield of the 3-month Treasury bill exceeded the yield of the 10-year Treasury note for the first time in 12 years. For some analysts, this "inverted yield curve" may imply a short-term lessening of...

Monday, March 18, 2019

The Week on Wall Street The big story last week was the sudden grounding of Boeing 737 Max 8 and 9 passenger jets in dozens of countries. The financial effects of this ban could potentially impact the airline industry and segments of...

Monday, March 11, 2019

The Week on Wall Street As in February, investors spent most of the first full trading week of March hoping for new details in U.S.-China trade negotiations. While they waited, stock benchmarks drifted downward. From Monday's open to...

Monday, March 4, 2019

The Week on Wall Street Stocks lost a little ground as February gave way to March. While domestic and overseas political developments made headlines, the market stayed relatively calm: from Monday's open through Friday's close, the...

Monday, February 25, 2019

The Week on Wall Street Stocks rallied last week as optimism about a potential U.S.-China trade deal grew. The S&P 500 advanced 0.80% during the 4-day trading week to 2,792.67. The Nasdaq Composite improved 0.86% to 7,527.54, and the...

Tuesday, February 19, 2019

The Week on Wall Street Stocks ended a good week on a high note, as hints of progress in U.S.-China trade talks encouraged investors. When the closing bell rang Friday, the S&P 500 settled at 2,775.60, after rising 2.50% in five days....

Monday, February 11, 2019

The Week on Wall Street Major U.S. stock benchmarks eked out slight gains last week, with corporate profit reports and news about U.S.-China trade negotiations vying for investor attention over five trading sessions. The big three...

Monday, February 4, 2019

Last week closed out one of stocks' top January performances in years. In fact, both the S&P 500 and Dow posted their best January results in at least 3 decades.[1] For the week, major domestic indexes were also up. The S&P 500 gained...

Monday, January 28, 2019

For the first time in months, U.S. markets experienced little movement last week.[1] The Dow and NASDAQ did have their 5th week of gains in a row, but their increases were small: 0.12% and 0.11%, respectively. Meanwhile, the S&P 500...

Tuesday, January 22, 2019

U.S. markets were up again last week, as major domestic indexes posted their 4th weekly gains in a row.[1] In fact, the S&P 500 was no longer in correction territory at Friday's close - and was in the middle of its best yearly start...

Monday, January 14, 2019

After months of volatility, markets relaxed a bit last week. For the first time since October, the S&P 500 went 5 days without a 1% gain or loss.[1] The Cboe Volatility Index, or VIX, also fell to lower than 20 - in December, it...

Monday, January 7, 2019

U.S. markets experienced more wild sessions last week before ending in positive territory as the recent turbulence continued. In fact, we are currently in the middle of some of the most volatile market performance in more than eight...

Monday, December 31, 2018

The close of the year provides an opportunity for investors to step back and consider the wider financial landscape. This week, we're reviewing some key issues that defined 2018, as well as some factors that may influence financial...

Monday, December 24, 2018

Last week, domestic markets had some of their worst performance in 10 years.[1] The S&P 500 lost 7.05%, the Dow declined 6.87%, and the NASDAQ dropped 8.36%. All three indexes have now lost at least 8% in 2018.[2] On Friday, December...

Monday, December 17, 2018

Last week brought more volatility to the markets. While domestic indexes had some rallies as positive trade news emerged earlier in the week, by Friday, December 14, they had erased any gains. The last time major U.S. indexes ended in...

Monday, December 10, 2018

Markets went for another wild ride last week, as major domestic indexes swung back and forth. By Friday, December 7, markets had posted their worst weekly performance since March - and the S&P 500 and Dow both moved into negative...