Market corrections are inevitable—whether it’s next year or five years from now. The question isn’t if it’ll happen, but how prepared you are to face it. A “lifeboat drill” for your portfolio can provide the clarity and confidence you need to weather downturns without emotional decision-making. Learn how this proactive exercise can align your investments with your goals and build resilience for the future.
Read MoreChoosing the right charitable giving vehicle can maximize your impact while aligning with your financial goals. This comprehensive chart highlights the key differences between popular options, including donor-advised funds (DAFs), charitable trusts, pooled income funds (PIFs), and charitable gift annuities (CGAs). Whether you're looking for flexibility, tax advantages, or a fixed income stream, discover the best fit for your philanthropic journey.
Read MoreMarkets took a sharp turn from suspense to relief this week as inflation data soothed investors' nerves. What sparked the rally, and how should you navigate the twists and turns of market sentiment?
Read MoreCan you contribute to a Roth IRA in 2025? Discover the key income limits, eligibility rules, and potential strategies to maximize your retirement savings. Take our quick questionnaire to find out if you qualify and start planning for your financial future!
Read MoreCould the Social Security Fairness Act of 2023 Boost Your Benefits? This bipartisan bill aims to eliminate the WEP and GPO, potentially increasing Social Security benefits for public sector workers. Stay informed and take action to maximize your retirement income—learn what steps to take now!
Read MoreAmidst robust job growth and falling unemployment, Wall Street's reaction was unexpected. Why did good news send markets tumbling? Dive into the complex interplay of economic strength, interest rate fears, and market volatility in our latest commentary.
Read MoreScammers are targeting clients with alarming texts about large ACH disbursements from their accounts. These messages come from international numbers and include spoofed Schwab URLs. Stay vigilant! Your security is our priority! Read the full memo for critical steps to protect your account!
Read MoreAfter a nine-month bear market, 2023 and 2024 delivered back-to-back S&P 500 gains exceeding 20%—a feat achieved only seven times in nearly a century. With robust economic growth, falling inflation, and strategic Fed rate cuts, these two years marked the best performance in 25 years. But as 2025 begins, will optimism prevail, or could unexpected risks shake the market? Dive into the key trends, catalysts, and challenges shaping the year ahead.
Read MoreAs the holiday season kicks into high gear, don’t let the year slip away without a quick financial check-in! From unsticking idle cash to making the most of new retirement rules, a little planning now can set you up for big wins in 2025. Plus, discover tax-smart giving strategies and key deadlines to keep on your radar—all while making time for self-care. Ready to start strong?
Read MoreInflation has cooled since its 2022 peak, but new data shows it’s far from tamed. While goods prices have turned deflationary, services remain stubbornly high, keeping core inflation elevated at 3.3%. As the Fed eyes another rate cut this week, what does this mean for the economy and your portfolio? Dive into the details and implications.
Read MoreJob growth in November showed a promising rebound, but a puzzling trend lingers—solid economic growth paired with a slowdown in hiring. What’s driving this disconnect, and what does it mean for the future of the economy? Explore the data and insights shaping the job market today.
Read MoreCorporate profits are soaring, with S&P 500 earnings projected to rise nearly 9% in Q3, beating expectations by a wide margin. What’s driving the surge—and can it continue? Lets dive into the numbers and trends shaping the market’s momentum
Read MoreMarkets thrive regardless of political control, but history shows a slight edge for divided government. As 2025 nears, will profits, inflation, and Fed policy outweigh politics? Dive deeper into the data and discover why the stock market’s resilience may surprise you—
Read MoreAs tuition costs climb and financial pressures mount, choosing the right academic program is no longer just a matter of following your dreams. It’s about ensuring that the time, money, and energy you invest today translate into a successful and satisfying future. Dive into our step-by-step guide to uncover practical strategies for evaluating the true ROI of a degree—because your education should fuel both your passion and your paycheck.
Read MoreFinancial markets may be riding high on post-election optimism, but history reminds us that market surges are rarely a one-way street. With valuations nearing historic peaks, the so-called "Trump trade" is fueling excitement—but are portfolios prepared for what lies beyond the rally?
Read MoreThe latest inflation data reveals a gradual downward trend, but “sticky” price levels and economic growth keep the Fed cautious. What does this mean for a December rate cut—and for your wallet? Don’t miss our breakdown of trends and Fed Chief Jay Powell’s latest signals.
Read MoreExtreme weather events are becoming more frequent, but risk management isn’t new. Is your financial plan prepared for disaster? From organizing documents to understanding insurance, there are preventive measures you can take now to ensure a faster recovery when life throws you a curveball. Don’t wait for the storm to hit—take proactive steps to protect your financial future!
Read MoreThe 2024 election is over, but the real question is: how will it impact your investments? History shows that markets are more resilient than we think, regardless of who’s in power. Stay focused on your long-term strategy—maintain diversification, ignore the noise, and keep an eye on key economic trends. Don’t let political shifts derail your financial goals.
Read MoreThe Fed cut rates again, signaling a cautious approach to economic growth, while markets surged post-election on pro-business expectations. Could this balance of rate cuts and political optimism boost the economy—or reignite inflation?
Read MoreWith the race between former President Trump and Vice President Harris neck-and-neck, many are wondering how the outcome could impact savings, investments, and taxes. Will changes in tax policies or international trade shake up the markets? Find out why voting at the polls, not with your savings, could be the best move for your financial future.
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