When giving gifts to our children or grandchildren, we often default to the latest toys or gadgets. However, the value of these items tends to diminish over time in terms of both interest to the child and monetary value. A different approach to gifting can focus on investing in a child’s future. This perspective offers […]
The last week of October delivered a flurry of impactful headlines across earnings, monetary policy, and geopolitics — each shaping the investment landscape as we head into year-end. Here are some key takeaways: These significant developments were generally well received by financial markets — enough to clinch the sixth straight positive month for the S&P […]
As we age, planning for the future becomes increasingly important. This is especially true when it comes to long-term care. For married couples, this planning is not just about individual needs but is also about ensuring that both partners are cared for—in sickness and in health. October is Long-Term Care Planning Month, which makes it […]
The October 1 deadline has passed, and the U.S. government has shut down. While political gridlock is never ideal, history suggests that shutdowns tend to be short-lived and have minimal sustained impact on the economy or the stock market. They are largely about political posturing and therefore don’t take long to get resolved. Simply put, […]
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, and about 40% with investable assets of $1 million or more never discuss their […]
As summer winds down, the financial world remains focused primarily on the Federal Reserve (Fed). At last month’s Jackson Hole Economic Symposium, Fed Chair Jerome Powell signaled the Fed seems ready to cut interest rates later this month amid a slowing labor market and inflation risks poised to recede. Markets responded to the Fed’s message […]
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 lengthy legal processes. Insurance provides some financial support for your family, which might cover estate […]
The last few days of July and the beginning of August have brought a flurry of key economic data, central bank activity, company earnings results, and tariff news. Here are some takeaways from the week of July 28: Slowing U.S. economy. Second-quarter gross domestic product grew at a 3% annualized rate, though much of the […]
Many investors still adhere to the old adage—”sell in May and go away”—while others remain fully invested even as the summer heat waves begin. What goes unsaid is that if your asset allocation accurately reflects your risk tolerance, you won’t need to base your investment decisions on the calendar. Here are three key investing moves […]
We started 2025 on a high note, although we acknowledged that “no market environment is ever permanent, and that change is always potentially around the corner.” Well change did come, and with it, volatility, perhaps in part because we assumed President Trump’s policies would simply mirror those of his prior term. The impact of policy direction […]
