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2024 winners and losers

When the S&P 500 increases 25% in a calendar year, as it did in 2024, it can be easy to write the year off as a win. Digging into the

When the S&P 500 increases 25%, as it did in 2024, it can be easy to call it a win and move on. But looking under the hood can generate an edge for investors.

Trump 2.0 and your money

As the second Trump administration prepares to take office, we’re getting a better sense of the policy and tone we could see coming out of Washington over the next four

Policy ideas from the incoming Trump administration could impact your financial life in myriad ways. We look at what potential changes could be in store plus how Trump’s second term is shaping up to be different from his first.

You inherited money—now what?

Inheriting a significant amount of money is rarely a bad thing. But it does come with a unique set of challenges that aren’t always apparent. If you don’t have experience

Many people don’t know where to start when it comes to receiving an inheritance. We review taxes, investing, and overall money management.

December 2024 market update

The transition to a new administration is underway with announcements of cabinet position nominees. The pro-business lean of the incoming government is not a surprise, and the emphasis is likely

Stocks rose in November as investors get ready for the incoming Administration. Experts expect Trump to extend key tax cuts that were set to expire.

Tips to pay for healthcare in retirement

Aside from housing, healthcare is the biggest cost for most retirees. That can make budgeting for healthcare a particularly tricky part of retirement planning.

Explain Medicare to me

Whether you’re talking about Part A, Plan G, the IEP or Plan D penalties… there’s a lot of confusing lingo and jargon involved in Medicare. We decode it.