The Silent Wealth Transfer: Why Women Are Taking Control of Family Finances
The largest generational wealth transfer in history is happening right now, and women are at the center of it. Over the next two decades, women are expected to inherit more than $30 trillion in financial assets, reshaping the landscape of wealth management.
Beyond the 60/40 Portfolio: Modern Strategies for Long-Term Growth
For decades, the 60/40 portfolio—a classic mix of 60% equities and 40% bonds—was considered the gold standard for long-term investors seeking balanced growth and risk mitigation.
Financial Planning For The Second Half of The Year
Halfway through the year is the perfect time to reevaluate your finances, especially with the inflation crisis and economic changes that the United States is experiencing.