Markets Navigate Inflation, Rates, and Energy Costs
Equity markets turned volatile during the week as hotter-than-expected inflation data and rising Treasury yields weighed on investor sentiment.
Understanding Spousal Lifetime Access Trusts (SLATs)
A Spousal Lifetime Access Trust (SLAT) is an estate planning strategy that may help high-net-worth families address wealth transfer, estate tax exposure, and asset protection considerations while maintaining limited access to assets through a spouse beneficiary.
Stocks Rise While Consumer Sentiment Weakens
Economic data presented a mixed picture, with better-than-expected job growth offset by historically weak consumer sentiment and ongoing concerns around inflation and energy costs.
Markets Climb as Earnings Support Momentum
Economic growth remained relatively stable, with AI-related investment contributing significantly to GDP, even as consumer spending and trade dynamics presented mixed signals.
Stocks Gain Modestly as Sector Divergence Emerges
Economic data showed strong retail sales in nominal terms, though much of the increase reflected higher prices rather than real growth, highlighting the continued impact of inflation.
The Sandwich Generation: Managing Your Finances While Caring for Aging Parents
If you’re supporting aging parents while saving for your own retirement, you’re not alone. Having the financial conversations, and learning tax provisions and planning moves can help protect you and your loved ones.
Stocks Surge Amid Easing Geopolitical Concerns
Equity markets continued higher, reaching new highs as improving sentiment around geopolitical developments and strong earnings results supported investor confidence.
The Empty Nest: Rethinking Your Financial Plan
When the kids leave home, it’s often the first time in decades that meaningful income becomes available to redirect, and how you handle that shift can define your retirement.
Equities Gain Amid Mixed Economic Signals
Markets moved higher for a second consecutive week, supported in part by optimism around ceasefire discussions, even as underlying geopolitical uncertainty remains.
Building Net Worth: A Long-Term Framework for Financial Progress
Net worth, what you own minus what you owe, is one of the clearest measures of financial progress and understanding it is the first step toward building long-term financial resilience.