Truth vs. Trend: The Dangers of Social Media Finfluencers What’s the latest “hot” financial tip or “secret” you’ve seen on social media? Maybe it was a retirement hack, a crypto opportunity, or some “groundbreaking” investing strategy? If you’re like most social media users, financial advice from so-called “finfluencers” is almost impossible to escape. These self-proclaimed financial experts are Read More

Planning your estate is one of the most important steps you can take to secure your legacy and protect your loved ones. Yet, many individuals unknowingly make mistakes that can create challenges or even derail their intentions. Below, we explore 13 common missteps in estate planning and provide actionable solutions to help you avoid them. 1. Failing to Plan The most significant mistake is not creating an estate Read More

How long will your retirement last if you stop working at age 60? There’s obviously no definitive answer, but the latest data on life expectancies can tell us a lot. These days, retirement can last at least 20 to 25 years if you retire at 60.1 That’s around a decade longer than a 60-year-old retiree 50 years ago.2 And if you’re not retiring for another 10+ years, you could be looking at an even longer life Read More

When do you talk about money? Who do you talk finance with? If you’re like most people, you’re not discussing money at all — and you’d rather talk about death, politics, and addiction, instead of finance.1, 2 That may be surprising, but it’s not totally out of left field. Many of us are uncomfortable talking about money because of deeply ingrained cultural taboos. We think it’s rude, showy, and maybe even Read More

As someone who invests in their future, you're likely eyeing what drives investment returns. But it’s all-too-easy to be distracted by a number of investment myths. These are nothing but short-term noise that can cause you to miss the big picture of long-term gains. And it’s no one’s fault. These investment myths are so widespread that even seasoned pros might swear by them. To make smarter money moves, you Read More

(By that, I mean that renewed fears of a "hard landing" recession have emerged from the grave and are walking among us.)1 Many analysts were convinced that the U.S. economy could achieve a coveted “soft landing,” but they might be overly optimistic. Want to skip the economics? Scroll to the bottom for my big-picture takeaway. What makes some economists worry about a recession? Some of the latest concerns Read More

I wanted to talk about life today. Specifically, making your dreams happen. It's easy to get caught up in worries about inflation, interest rates, recessions, and everything else. There are so many negative headlines and things to worry about in 2024. It's easy to second guess ourselves and wonder: Should I put off that trip? Should I wait to start that business? Should I hold off on that life decision? What Read More

Top Innovation Driven InvestmentOpportunities | Quarter 3 - 2024 Insights We’re over halfway through 2024, and the investment landscape continuesto evolve at an unprecedented pace. With 30 years of experience in guidinginvestors through the complexities of wealth management, we know thatinnovation serves as a critical driver of substantial growth opportunities. Thisquarter, we focus on the most compelling Read More

How are you feeling about this year’s elections? If the thought of it makes your heart beat faster––you’re not alone. Most United States residents across party lines experience major stress around presidential elections.1 And recently, that stress has skyrocketed. In 2016, about 1 in 2 people said they were stressed out and anxious about the presidential election. And by 2020, more than 2 in 3 people were Read More

When we think of retirement planning, we often focus on our own future. However, one of the most impactful financial legacies you can provide is helping your children prepare for their own retirement. Starting early can make a significant difference, giving them a head start toward financial security and peace of mind in their later years. Here's a guide to setting your children on the path to a secure Read More