The economy continues to demonstrate surprising resilience in the face of rising interest rates over the last couple of years. That said, let’s review a couple of definitions that we use often: soft landing and recession.

Gradually reducing financial support for adult children requires careful planning and communication to ensure a smooth transition for both you and your children. Here are steps you can consider:

The benefits of diversification have been well-documented and widely explained by 70+ years of academic inquiry. Discover how diversification allows you have your cake and eat it too.

Though we’ve heard that consumers are shifting away from goods and toward experiences/services/entertainment, the data suggest otherwise. It’s a “damn the torpedoes, full speed ahead” economy!

The desire to support one's adult children is natural and commendable; however, parents must be aware of the potential pitfalls of excessive financial aid. Let’s review the issues created when boundaries are not established.

Many people are ill-advised to seek a pinch-hitting expert to compete for them. As an investor, are you able to disregard mob fears or enthusiasms and to focus on the simple fundamentals?

There’s little evidence to suggest that higher prices or economic anxieties are discouraging shoppers or confirming talk that shoppers favor experiences/travel over goods. Should we assume that the economy is continuing to expand steadily?

Let’s explore how prices are set moving forward; thus allowing us to better understand why traditional, active investors face steep hurdles when trying to compete against rather than participate in efficient markets.

Cryptocurrency has brought exciting opportunities and significant changes to the world of finance and investments; including the first-ever spot Bitcoin exchange-traded funds (ETFs). This revolutionary move opens up a new era of accessibility and legitimacy for Bitcoin and the broader crypto market.

We’re all anxiously awaiting the government’s release of the CPI (Consumer Price Index). Because as we know, the slowdown in inflation benefits everyone, hopefully increasing the odds of the Fed cutting interest rates this year.

In times of uncertainty, people are often tempted to try and time the market - more often than not, too much activity actually has a negative impact on your overall investment performance. Picking a strategy, a point on the horizon, holding steady and not overcompensating for every small wave in the way may yield you stronger results.

Are you ready to become a better investor? Would you like to learn more about the most essential principles driving wealth creation and preservation without hurting a bit?

The economy is generating new jobs, but the number of new jobs being created isn’t overwhelming; holding steady at 3.7% in December.

In the absence of a profit-killing recession, a moderation in Fed rate hikes and a keen interest in artificial intelligence pushed the Dow Jones Industrials to a new all-time high while the S&P 500 Index ended the year just shy of a record. Will strategists be optimistic or pessimistic about the upcoming year of 2024?