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

As high-net-worth professionals and families aim to secure retirement readiness while working to transfer wealth efficiently across generations, partnering with the right financial advisor proves essential. Yet finding a qualified, trusted retirement planning expert amidst an industry filled with salespeople and questionable qualifications presents real challenges. This guide shares tips for vetting advisors Read More

As you approach retirement, making informed decisions about your retirement savings becomes increasingly crucial. Two popular retirement savings options, the Traditional IRA and the Roth IRA, offer distinct benefits that can significantly impact your financial future. This blog will explore the key features of each account and help you determine which might be the best fit for you if you're 50 years or Read More

Investing can be a rollercoaster of emotions. From the exhilaration of a bull market to the anxiety of a downturn, the financial markets are inherently volatile. However, successful investing often requires a steady hand and a rational mind. Understanding the psychology behind investing and learning how to avoid emotional decisions can significantly improve your financial outcomes. Here are some strategies to help Read More

Summer is a season filled with opportunities for fun, relaxation, and making lasting memories. However, it's also a time when expenses can quickly add up, whether you're planning a family vacation, attending social events, or simply trying to stay cool during the hot months. Here are six smart summertime financial tips to help you keep your finances cool and enjoy the season without breaking the bank. 1. Plan a Read More

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