April began with the shock of tariff announcements that were much more punitive than anticipated by businesses, markets, investors, and economists. Equity markets promptly pulled back, even entering bear territory, although not closing there. The administration initially stood by the
The goal of financial planning is to build and optimize wealth. Too often, we see people worry about their financial wins, like selling a business or cashing out of a profitable investment, instead of celebrating them. This hesitation is nearly
Women earn less Generally speaking, women earn less over the course of their lifetimes than men. There’s a lot to unpack in that statement, though. First, women get paid less than men, on average. The gender pay gap is shrinking
The month started out on a positive note as CPI came in lower than expected, creating a brief respite from worries about the impact of tariffs. It was short-lived, as the result of the Federal Open Market Committee meeting at
Most investors hate volatility; most advisors change the topic to risk management before they suggest you ignore the noise. So what causes the disconnect between regular investors and the pros? And do you need to pay attention to volatile
These prompts can help you put words to your family values. Each value has follow-up questions to help you think about how different priorities might apply to your family relationships, community, finances, and life overall. Click to download the checklist.