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Thursday, December 7, 2023

Solid gains for both stocks and bonds gave investors a November to remember.

Monday, November 27, 2023

The end of the year can be a chaotic time for business owners. It is a time to compile data, review the numbers, evaluate strengths and weaknesses, and determine growth opportunities for the future. A business owner would be keen to...

Monday, November 27, 2023

Know the potential impact of interest rate fluctuations on REIT prices Real Estate Investment Trusts, commonly known as REITs, have become a popular investment choice for individuals seeking exposure to the real estate market without...

Monday, November 27, 2023

In the litigious society we live in, lawsuits are a dime a dozen. With an uptick in cases ranging from professional malpractice to personal injury claims, anyone—especially those with significant assets—is at risk. Wealthy...

Monday, November 27, 2023

Do you consider yourself a high-net-worth individual (HNWI)? Most people tend not to categorize themselves or see themselves as anything more than a spouse, parent, sibling, neighbor, boss, or business owner. However, society does...

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Wednesday, November 1, 2023

The penultimate month of the year is often a time to reflect and offer thanks. And while economic and geopolitical uncertainty can overshadow the positives, there are things to be thankful for.

Monday, October 16, 2023

Veterans and military members have access to various investment options, some of which are not offered to the general population. Managing investments depends on individual goals, risk tolerance, and financial situation.

Monday, October 16, 2023

As the year’s end approaches, High-Net-Worth Individuals (HNWIs) must prepare for one of the most critical monetary tasks: year-end tax planning.

Monday, October 16, 2023

As many companies continue to offer remote work options, and professionals increasingly embrace the flexibility it provides, the concept of homeownership has taken on a new dimension.

Monday, October 16, 2023

As a business owner, understanding the various strategies for rewarding and incentivizing your employees is vital for employee retention and business growth.

Thursday, October 5, 2023

The S&P 500 lost 3.3% in the third quarter after sliding nearly 5% in September. Putting this into perspective, nothing really qualifies as out of the ordinary.

Thursday, September 21, 2023

If you are a homeowner contemplating selling your property, now might be the ideal time to make that move. The current housing market presents a unique opportunity for sellers due to a limited housing inventory, making it a seller's market.

Thursday, September 21, 2023

The adage "you can't save your way to wealth" is simplistic, but has a kernel of truth; putting your money in a savings account often won't be enough to outpace the rate of inflation, which can erode the value of your savings over time.

Thursday, September 21, 2023

Here are some ways to handle multigenerational estate planning so that the generations after you may keep these assets in the family.

Thursday, September 21, 2023

A financial plan may impact every aspect of your life, from your credit score to your savings, investments, spending habits, and retirement.

Monday, September 11, 2023

If you're a small business owner, many of the best practices employed by individual investors are also available to you (of course!), but you also have some additional options and factors to weigh while creating your investment plans.

Monday, September 11, 2023

While it may be challenging to classify yourself off the top of your head, knowing what type of investor you are might help you avoid making knee-jerk decisions that could cost you money.

Monday, September 11, 2023

The loss of a spouse can be a devastating, life-changing event. Due to longer life expectancies, women are more likely to face this situation.