
Financial clarity in the middle of divorce
The settlement decisions you make in the next three months will shape the next thirty years. A framework for thinking clearly when nothing else feels clear.
Plain-language guidance on retirement, investing, sustainable portfolios, divorce, and the life transitions, written by our team for the clients we serve.

46 pieces

The settlement decisions you make in the next three months will shape the next thirty years. A framework for thinking clearly when nothing else feels clear.

The SpaceX IPO is the largest in history, and with OpenAI and Anthropic close behind, passive investors and retirement savers need to understand how index-fund inclusion could put these high-risk, high-valuation companies directly in your portfolios, whether you realize it or not.

SpaceX is an innovative leader in rockets, satellite internet (Starlink), and emerging AI efforts, but much of its value depends on future expectations already priced in. The question isn't whether SpaceX is impressive, but whether its potential justifies the valuation at the time of entry.

How the sandwich generation can manage the financial strain of supporting both their children and aging parents, while still prioritizing their own retirement.

Our weekly synthesis of market activity, financial events, and analysis written for individual investors who'd rather understand the story than chase the headlines.

More than 90 years of market data uncover how U.S. midterm elections have historically influenced sentiment and performance. The throughline: markets show resilience over time, regardless of political outcomes.

Fidelity and Vanguard restricted donor-advised fund grants to the Southern Poverty Law Center. A clear-eyed look at why it's happening, how DAFs actually work, and what alternatives exist for principled charitable giving.

Geopolitical tension rattles markets. But history is clear: markets are resilient. Since World War II, stocks have delivered positive returns one year after the start of armed conflict about 73% of the time. The initial drop may grab headlines, the recovery rarely does.

When planning for retirement, most people focus on savings goals and investment returns. But one of the biggest threats to long-term financial security often goes overlooked: inflation.
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