Clear the clutter and start the year with financial clarity. This expert-guided financial reset checklist helps you prepare for taxes, optimize contributions, update beneficiaries, and build a smarter financial plan, so nothing important gets missed.
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The Santa Claus Rally is officially underway, and Wall Street is embracing the holiday cheer. Despite lingering consumer pessimism, stocks delivered solid gains last week as strong economic data, AI-driven momentum, and renewed optimism pushed markets to fresh highs.
As markets move beyond AI hype, 2026 offers a roadmap for smart investing. Discover how diversification, patience, and global thinking can help capture growth while managing risk.
U.S. jobs report surprises: 64,000 jobs added, but unemployment jumps to 4.6%, what this mixed signal means for the economy.
Holiday impersonation scams are surging, with fraudsters using AI, spoofed phone numbers, and fake financial firm websites to steal client credentials and drain accounts. Learn how to protect yourself from AI-powered fraud, phishing attacks, and identity theft this season.
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The Week In Perspective combines market activity, financial events, commentary and analysis for individual investors. Check-in weekly for the most current happenings.