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Building Financial Confidence in Uncertain Times: Why a Fiduciary Approach Matters
Financial markets have always had ups and downs, but the past few years have felt especially turbulent. Inflation, rising interest rates, stock market swings, and global uncertainty can make even
Read moreHow the Large Movement of Money Between Generations Creates Planning Opportunities
“Life affords no greater responsibility, no greater privilege, than the raising of the next generation.” This quote from former United States Surgeon General C. Everett Koop highlights what many people
Read moreUnderstanding Jobs and Mixed Economic Signs
Many investors look at past data even though they know the future matters most. Recent economic reports, which show what already happened, have made some investors and government officials worry
Read moreStock Market Hits New Highs in August Despite Policy Worries
Stock markets reached record highs in August, and bonds also helped investors make money. This happened even though there were ongoing concerns about tariffs, Federal Reserve independence, and technology company
Read moreMid-Course Corrections: Keeping Your Business on Track
Back in the Apollo days, astronauts didn’t just push a button and coast to the Moon. Even with all the math and planning, they had to make “mid-course corrections”—tiny engine
Read moreStrategies for Building Inflation-Resistant Investment Portfolios
Natural disasters come in many forms – some strike suddenly like earthquakes, while others gradually wear away foundations like erosion. Both require thoughtful preparation and protective strategies. Financial challenges follow
Read moreMedicare 2026 Changes: What Retirees Need to Know About Costs and Coverage
Medicare is one of the cornerstones of retirement planning. For most Americans turning 65, it becomes the primary source of health insurance—and for many, one of the most important factors
Read moreProtecting Your Portfolio From Inflation’s Gradual Impact
Just as natural disasters come in different forms – sudden earthquakes versus gradual erosion – economic challenges also vary in their timing and intensity. While some financial risks appear overnight,
Read moreWhat Does It Mean to Live Wealthy? A Values-Driven Look at Life and Money
Wealth isn’t just a number in your bank account—it’s the life you live because of it. In today’s fast-paced world, it’s easy to measure success in dollars, but what if
Read moreCan We Trust Economic Data? Understanding Different Sources for Investment Decisions
Investors who are trying to understand how the economy is doing have been getting mixed messages from recent reports. This confusion even led President Trump to remove the head of
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