Plain-language guidance on retirement, investing, sustainable portfolios, divorce, and the life transitions, written by our team for the clients we serve.
49 pieces
Financial-Planning.com has named Marigny deMauriac, CFP® one of only 10 advisors nationwide in its 2026 Rising Stars class, profiling her path from mental health counselor to founder of a national women-focused wealth firm.
Every decade since 1976 delivered a reason to sell. $10,000 left in the S&P 500 grew to $2,939,582 anyway. Here is what staying invested actually did.
U.S. stocks opened lower as renewed AI concerns, rising oil prices, and firmer inflation data converged ahead of this week's Federal Reserve meeting.
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.
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The old way of assessing risk, stereotyping investors with subjective labels, simply doesn't work. Our approach uses the Risk Number, built on a Nobel-prize-winning framework. Everyone has one. Find yours in about 60 seconds.
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