Newsletter

With wars, trade tensions, commodity-price increases, technological developments, and environmental worries causing uncertainty and volatility in the financial markets, it cannot be said enough how crucial it is to maintain your financial plan in order to protect and...

American life expectancy grew slightly in the last year, up to 79.25 years. As a result, planning to live a longer, healthier life is top of mind for many of us.Studies show that embracing a healthy lifestyle can significantly impact the quality of our retirement...

In the 1960s, the question "It’s 10 p.m. Do you know where the children are?" was a common PSA on the evening news. Fast forward to 2024, and the question has shifted to "Where are all the moms?"Last week, Fortune shined a spotlight on a coming seismic shift in...

Expectations about the financial landscape are shifting beneath our feet. With talk of higher-for-longer interest rates and now possibly stagflation, it's clear that the old playbook might not cut it anymore – especially when the dinner check arrives.But here's the...

Did you know that the true measure of wealth extends far beyond your bank account balance? In fact, there are eight distinct ways to evaluate wealth. And beyond the familiar metric of money, factors like growth, wellness, family, craft, community, adventure, and...

Not to alarm you or anything, but now that we’re in mid-April, that means a quarter of 2024 is already over. To put it another way, if this year were:the battery life on your phone, you’d be at 75%the famed Shakespearean play Romeo and Juliet, we’d be at the Capulet...

Not only was the recent solar eclipse a spectacular, once-in-a-lifetime celestial event, but there are important financial lessons that can be learned from it as well. Here are a few:1. Planning and preparation are essential: The preparation of astronomers and...

The collapse of the Francis Scott Key Bridge in Baltimore was a dramatic example of an unexpected event with major consequences on the economy and global trade. Despite what was in place to protect the bridge’s supports, the ship that caused the collapse, the MV Dali,...

"If you believe you can, or you can't, you're right." —Henry FordOur beliefs and values shape our behavior and financial decisions more than we realize.If we hold limiting beliefs such as "I can’t save right now” or “I doubt I could ever be prosperous,” we can...

This year marks a significant milestone, as over 4 million people are set to turn 65, making it the largest cohort to reach the traditional retirement age in a single year. In the coming months, the impact of this demographic shift on the economy, social security,...