Major stock indices may be hovering around their all-time highs, but your personal finances might not reflect the same optimism. Inflation is still exceeding the Federal Reserve’s 2% target and interest rate cuts remain off in the distance.
Top Women Wealth Advisors Best-In-State
The eighth annual ranking of Forbes/SHOOK Top Women Wealth Advisors Best-In-State features 1,991 women managing cumulative assets of over $2.8 trillion.
Six of the Best Budgeting Apps
Popular budgeting app Mint is shutting down. We’ve found some alternative options.
Month-in-Review: January 2024
Take a look at what happened last month and what’s ahead in the market and economic environment. Check out the latest Month in Review.
Maximize Opportunities, Minimize Risks: Why Work with a Financial Advisor
In our daily lives, we face tasks that require specific skills and knowledge. Whether fixing a leaky faucet, rewiring a home, or even diagnosing a health issue, we instinctively reach out to experts who know more and have spent years honing their craft.
Month-in-Review: December 2023
Take a look at what happened last month and what’s ahead in the market and economic environment. Check out the latest Month in Review.
5 Tips I Give To My Female Millionaire Clients
You might not be a millionaire — yet — but many of the financial planning strategies that apply to the wealthy also apply to those who haven’t quite hit the seven-figure mark.
Estate Planning Checklist
Bull market provides advisors with breathing room to improve their practices – and get those new year’s resolutions on record.
Securing Your Legacy: The Critical Role of Estate Planning
No matter how old you get, crafting an estate plan can feel like something older people do.
‘Tis the Season for Taxes: 5 Strategies for High-Income Earners
As the holiday season approaches, close on its heels is tax season. Our big advice: do as the boyscouts do – always be prepared!