The top U.S. stocks have driven approximately 75% of the S&P 500's returns since 2022, raising questions about sustainable valuations. While AI stocks dominate headlines, our latest analysis will help you maintain perspective during this revolution in technology.
Just as you can’t predict flight delays or unexpected travel events, market forecasts face similar limitations. Learn how to invest in 2026 with confidence regardless of stock performance.
A checklist of issues to consider before 2026, including RMDs, tax planning, cash flow, health insurance, estate planning, and more
Do you wonder how the the U.S. Dollar impacts investors, consumers, and the global economy? Check out this expert insight on currency valuation methods and the advantages and challenges of the dollar's reserve currency status.
The One Big Beautiful Bill Act transforms retirement planning for millions of Americans. Current and future retirees may need adjust their long-term financial plans accordingly.
Recently married or divorced? Here's a comprehensive checklist to help you remember all the places to change your name to avoid missing any crucial updates.
Warren Buffett plans to retire in 2025 at age 94, what about your financial advisor? Discover why a team approach to wealth management provides better continuity, broader expertise, and greater peace of mind for your long-term financial success.
On Wednesday, March 12, 2025, we hosted our first-ever Indianapolis-based Women’s Financial Book Club. It was a brave new beginning to connect with women in a new geographic location.
What would you do if you won the lottery? Well you can't win if you don't play. The motivation to gamble and play the lottery varies, and most of the time, it's just for fun. But sometimes the desire for quick riches turns into big-time losses.
As we navigate the uncertainties of the 2025 stock market, let us recall 2020. Learn how to replace emotions and cognitive blind spots with an investment philosophy for long-term success.