What should we expect in the year ahead? While no one can predict the future with certainty, understanding the key themes shaping markets can help us maintain
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Some years whisper. 2025 kicked down the door.
Markets lurched. Headlines screamed. AI soared. Gold glittered. Governments froze. And through it all, investors
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You’ve mapped out your dream retirement. Maybe it’s a cozy beach town, golf twice a week, time with family, or finally starting that side project.
But here’s the
People rarely regret retiring.
They regret the opportunities they didn’t take on the way there.
The trip they postponed.
The planning they skipped.
The choices
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It’s possible for one economy to tell two different stories. One of growth, opportunity, and abundance. Another of constraint, anxiety, and scarcity.
This isn't
As the holiday season begins, it's the perfect time to pause and appreciate what we have, both in our personal and financial lives. This is particularly
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The Talk No One Wants to Have, But Everyone Should
Bringing up long-term care or estate planning with your parents can feel tense or intrusive. But waiting for
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Inflation has been the boogeyman of the economy for months.
Sticky prices. Rising gas costs. A looming rate hike.
The latest report provided useful data for
Ready to Retire Smart?
A comfortable retirement isn’t just about saving—it’s about planning for the unexpected.
Some common costs fly under the radar, but with
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What will happen to your business when it’s time for you to take a step back?
That can be a tough question that many business owners eventually have to face.
Yet
It’s More Than Money. It’s Legacy.
Over the next 20 years, $84 trillion will pass from parents and grandparents to children and grandchildren. But this historic
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Your Brain Is Wired to Wreck Your Retirement.
Every market high whispers, “Sell before it crashes.”
Every drop screams, “Get out now!”
But wealth isn’t built on
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