Values-based financial planning helps align your investment strategy with what matters most to you, creating a sustainable approach to wealth building that goes beyond chasing returns. Overview Picture this: You’re at a neighborhood barbecue, and the conversation inevitably turns to money. Someone mentions their latest stock pick that’s “guaranteed” to double in a year. Another

A comprehensive financial plan is likely to include a team of various professionals. A “team manager” who understands each player’s role can help make sure the team works together to help you get financial wins. Overview Today’s financial landscape is more complex than ever. Tax laws change regularly, investment options multiply yearly and insurance products

Overview After cutting interest rates three times in the last half of 2024, the Federal Reserve paused cuts in the first six months of 2025. Their reason for the pause: potentially inflationary tariffs and solid economic data.1 Throughout the pause, markets continued to keep a close eye on signs the Fed might be changing its stance and

Eight tips for preventing hackers from stealing your money and identity. Key Takeaways Overview As digital payment platforms become more widespread, hackers are looking to take a cut of the action. Around 65% of U.S. adults say they use a digital form of payment at least once a month, and in 2024, around $98 billion

Is the U.S. headed for — or already in — a recession? Some of the signs point to yes, but we may not know until it’s already over. Overview After President Trump announced new tariffs against a wide range of countries early in his second term, talk of a potential recession in the U.S. increased.

Some investors choose to exit the market for several months each year when performance is expected to be flat. What could be the merits — and flaws — of this tactic? Overview There’s a catchy phrase that gets tossed around in the investment world around this time of year: “Sell in May and go away.”