The closing weeks of 2025 present a critical window for investors to review their financial strategies and make adjustments that could significantly affect their tax obligations. Although financial planning should be an ongoing process throughout the year, numerous tax-related deadlines coincide with December 31, making this period particularly important for taking action. This article explores three key areas where investors should focus their attention: retirement account w

Winston Churchill is often credited with saying that "it is more agreeable to have the power to give than to receive." The year-end period naturally prompts reflection on charitable contributions and their role within a holistic financial strategy. Strategic charitable planning serves dual purposes: advancing philanthropic objectives while enhancing tax efficiency. The key question extends beyond simply deciding to give—it involves determining the most effective methods to ma

There's an old saying that criminals rob banks because that's where the money is. Today, though, money isn't only held at traditional banks. It's spread across many different types of financial companies. After the 2008 financial crisis, policymakers wanted to make banks safer. However, this shift has created new challenges. With some recent company failures raising worries about cracks in credit markets, it's helpful for long-term investors to understand what this really mea

For retirees and those approaching retirement age, there is no goal more important than ensuring their savings will support a long retirement. This challenge has been compounded by inflation over the past several years, which has eroded the purchasing power of cash savings. Today, prices remain elevated for the key spending areas affecting retirees the most, including healthcare, housing, and everyday necessities. Even though stocks and bonds are well-positioned to meet this

Recently, the stock market saw its biggest one-day drop since April. This happened because of growing tensions between the U.S. and China over special metals and trade fees. The selloff didn't last long, though. Markets bounced back after the White House used gentler language about trade. For people investing for the long term, these ups and downs might feel familiar after a quieter period in the markets. Even with trade uncertainty this year, markets have done quite well. Th

Market ups and downs are a normal part of investing. This year has seen plenty of both. When markets fall(like during the tariff...

Natural disasters teach us valuable lessons about preparation. Just as earthquakes strike suddenly while erosion occurs gradually, both...

The new tax law and spending bill, aka the "One Big Beautiful Bill," was recently passed by Congress and signed by President Trump on...

What a ride! The second quarter of 2025 threw a little bit of everything at investors—trade tariffs, geopolitical drama, policy...

The ongoing conflict between Israel and Iran has grabbed worldwide attention and made financial markets uncertain. Israeli attacks on...

Building wealth through years of disciplined saving and smart investing naturally leads to questions about how to transfer these assets...

The markets experienced extraordinary volatility in April as investors processed new tariff announcements. Despite the S&P 500...

On April 2, President Trump set new trade tariffs that affect most major trading partners. These "reciprocal" tariffs match what other...

The legendary investor Peter Lynch once said, "far more money has been lost by investors trying to anticipate corrections, than lost in...

Warren Buffett once said, "it has often been wise to be fearful when others are greedy and greedy when others are fearful.” While this...

January marked a positive but volatile start to the year for investors amid market shifts and policy concerns. President Trump returned...

The financial markets have experienced some turbulence in early 2025, with the S&P 500 declining 4.3% from its December 6 peak as the...

As we reflect on 2024, a year that defied pessimistic expectations, we're reminded that our greatest market fears often don't...

The 2024 presidential election has concluded with Donald Trump's victory and Republican control of the Senate. While this outcome elicits...

First off, I don't like flying...I try to avoid it if I can. Something about the inability to be in control at 30,000 ft. above the...