What’s moving the markets?
Tariff mayhem continues: In a recent court ruling, the Trump-era tariffs were deemed unlawful, a decision that brought a wave of relief and, just as quickly, a fresh dose of… …
Why disability insurance matters
Most people insure their home, their car, and their life. But what about their income? That’s what disability insurance is for. If you become sick or injured and can’t work,… …
What’s moving the markets?
Trade war uncertainty: The markets are grappling with the ongoing lack of clarity around U.S. tariff policy. Over the past several weeks, multiple justifications have been floated for the latest… …
What happened to long-term care insurance?
Once the cornerstone of retirement planning, long-term care (LTC) insurance has quietly slipped out of the spotlight. Over the past two decades, the LTC market has changed dramatically. Rising premiums,… …
What’s moving the markets?
Next round of tariffs: Markets are bracing for President Trump’s “Liberation Day” announcement on April 2nd, when he’s expected to unveil a new round of reciprocal tariffs. With last week’s 25% tariff… …
How to prepare wealthy kids for wealth (without spoiling them)
In affluent households, teaching kids about money comes with unique opportunities and responsibilities. These children often benefit from a distinct set of advantages, like access to high-quality education, financial safety… …
What’s moving the markets?
Consumer confidence: Consumer sentiment fell sharply in February, making its steepest decline in over four years. The drop reflects concerns about inflation, interest rates and economic uncertainty. Since consumer spending… …
How men and women approach estate planning differently
Estate planning is an essential part of the financial planning process. It is your opportunity to choose how your financial and personal wishes are carried out after you’re gone. Your… …
What’s moving the markets?
DeepSeek AI: Investors initially reacted strongly to DeepSeek AI’s recent announcement, leading to significant volatility in AI-focused stocks. In our opinion, this was likely an overreaction to the news. If… …
Using gifts and inheritances to improve your financial wellbeing (without the guilt)
Receiving an inheritance or a significant gift from friends or family is often an emotionally complex experience. On one hand, there’s gratitude for the generosity or legacy passed down to… …