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Planning Your Legacy: More Than Just Finances

Planning Your Legacy: More Than Just Finances

Here is how to leave a strong financial legacy.

Women Are Not a Market Niche in Financial Advisor Industry

Women Are Not a Market Niche in Financial Advisor Industry

Historically, the financial services industry has not served women particularly well, tending to make female clients feel undervalued and thus engendering little trust in their financial advisors.

Dear Financial Advisor: Why Is My Portfolio Doing So Badly?

Dear Financial Advisor: Why Is My Portfolio Doing So Badly?

It's time to start asking your financial advisor some serious questions on performance.

Don't Hold Your Breath Trump Will Bring You More Capital Gains

Don't Hold Your Breath Trump Will Bring You More Capital Gains

Expecting changes to capital gains from the Trump administration? Don't, at least not yet.

Don't Panic Over the Inverted Yield Curve

Don't Panic Over the Inverted Yield Curve

Many investors continue to voice worry about the inverted yield curve. Relax, trouble is unlikely in the near-term.

Why New Tariffs From Trump Aren't a Reason to Be Bearish on Stocks

Why New Tariffs From Trump Aren't a Reason to Be Bearish on Stocks

The markets have reacted negatively to news of new tariffs on China. But investors should stay the course.

Sustainable Investing: A Guide to Ultimate Success

Sustainable Investing: A Guide to Ultimate Success

Interested in sustainable investing? Give this guide a careful read.

How You Can Stop Worrying About Retirement

How You Can Stop Worrying About Retirement

People still feel behind on savings, and worry that if they don't catch up, they won't be able to have the comfortable retirement they have dreamed up.

Here's a Reality Check on FAANG Stock Profits

Here's a Reality Check on FAANG Stock Profits

The market has long been in love with tech stocks. But a look at each company's earnings suggest a less than robust story.

Why You Should Care About the Yield Curve

Why You Should Care About the Yield Curve

The yield curve remains a hot topic on Wall Street as the Federal Reserve pushes forward with its interest rate increases.