Markets hit new highs as summer heats up. Despite global tensions and policy shifts, strong fundamentals and renewed investor confidence continue to drive
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What does it mean to “Do All Good Things” with your money? For me, it’s not just a tagline—it’s a calling. In this post, I share why I became a financial
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Americans lose millions annually to Social Security scams, but you can protect yourself with these simple steps. Learn the red flags, safe practices, and what
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Summer is the perfect time to rethink your family gifting strategy. Here are smart, tax-efficient ways to support your grandkids while preserving your wealth
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As June begins, markets continue to navigate a complex landscape shaped by trade policy shifts, an uncertain economic and earnings outlook, and bond market
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As spring arrives and the weather warms up, many people turn their attention to cleaning out closets and organizing their homes. According to a recent survey
Before you head to the lake or the ballpark, make sure your finances are ready for summer too. Here are 4 easy tips to help you stay on track while enjoying the
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The latest recovery is another reminder that periods of turmoil can often create opportunities. Although stocks may pull back after their strong rally since the
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The S&P 500’s recent rally has caught attention, but what does it mean for investors? We break down this rare pattern, what history tells us, and how our
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With the S&P 500 nearly entering bear market territory this year, it’s natural to wonder whether recent rallies signal a true recovery. History can offer a
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Tax season might not spark joy, but a refund sure can.
In 2025, the IRS estimates the average federal income tax refund will top $3,170.1 That means a lot of
Ten years ago, U.S. stocks were cheaper than European ones. But over the last decade, strong U.S. growth helped American markets pull far ahead. That’s
