The end of another year is the perfect time to take stock of where you stand to make the most of opportunities that can benefit you now and in the future. Two of the most important ways are through a year-end financial review and strategic charitable giving.A year-end...

The final weeks of the year have a rhythm all their own. Financial markets slow, retail markets pick up with holiday shopping, and everyone seems to have a prediction about what the coming year might bring. It’s the perfect time to remember that sometimes doing less...

With holiday season ahead of us, thoughts turn to giving —or getting—that perfect gift. The one that earns a big smile or a spark of surprise. But research and real life keep showing the same truth: price doesn’t equal meaning, and thoughtful doesn’t have to mean...

Please pass the pumpkin pie—and that paperwork you’ve been putting off.Thanksgiving is about good food, friends, family, and gratitude. But it’s also a rare pause in our busy year, a moment when everyone finally ends up in the same room. Between the laughter and the...

When it comes to investing, the biggest threat to your portfolio isn’t the market—it’s your own brain. Evolution equipped us to survive in a world of immediate threats, not to stay calm in the face of volatile markets or abstract probabilities. As a result, our...

As Halloween approaches, we’re surrounded by ghosts, goblins, and things that go bump in the night. But there’s another kind of creep to look out for year-round—and it can haunt your long-term financial goals. I’m talking about lifestyle creep. Lifestyle creep happens...