Building Strong Financial Foundations: What Every High-Net-Worth Individual Should Know
When people think of financial foundations, they often imagine budgeting tools or basic saving tips. But for high-net-worth individuals, financial foundations take on a different meaning—one that focuses less on
Read moreMarket Update for Q2 2025: Trade Policies, Global Events, and Record Highs
The second quarter of 2025 showed how strong financial markets can be, even when facing uncertain policies. The stock market dealt with many challenges, from new trade policies announced by
Read moreRetirement Planning for High Net-Worth Individuals
Retirement isn’t a finish line—it’s a transition into a new lifestyle. For high-net-worth individuals, planning for that shift requires more than savings and investment returns. It’s about creating a plan
Read moreGeopolitical Tensions: Understanding How Global Conflicts Affect Investment Markets
Global attention has turned to escalating tensions between Israel and Iran, generating uncertainty across financial markets worldwide. Following Israeli military actions targeting Iranian nuclear and military installations that commenced on
Read moreLooking Beyond the S&P 500: Other Investment Options to Consider
Many people know that stocks are an important part of long-term investment plans. When used as part of a complete financial strategy, stocks have historically helped people build wealth and
Read moreThe Bigger Picture on U.S. and China Tensions
Trade tensions between the United States and China have escalated in recent weeks, with both countries implementing unprecedented tariff increases. For the moment, the U.S. has raised tariffs on Chinese
Read moreThe Importance of Offense and Defense in Challenging Markets
Global markets have been rattled by escalating trade tensions and recession fears. As China implements reciprocal trade measures in response to new tariffs, investors worldwide are growing increasingly concerned about
Read moreUnderstanding Market Corrections and the Impact of Trade Policy
Recent market turbulence driven by trade policy concerns has pushed major indices toward correction territory, leaving many investors wondering about market stability. The technology sector has been particularly affected by
Read moreTax Season Prep: How to Maximize Deductions and Avoid Common Pitfalls
Tax season is upon us, and with it comes the opportunity to make the most of your deductions and avoid costly mistakes. By preparing early and strategically, individuals and
Read more6 Questions Physicians Should Ask When Looking for a Financial Advisor
Americans have become more anxious about saving for retirement. In this article, financial advisor Tom Saunders provides 3 ways to create retirement savings that will last.ghghg
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