As more adults in their golden years explore new relationships—both online and in person—the risk of financial exploitation has increased. Scammers often target seniors seeking companionship, using emotional manipulation to gain trust and ultimately exploit their finances. This article outlines key red flags, practical safety...
In six of the past seven years, the S&P 500 has delivered double-digit returns. That kind of consistency speaks to the power of long-term investing, even in the face of frequent uncertainty. What made last year especially notable is that returns were not limited to...
It has been nearly three years since the arrival of OpenAI’s ChatGPT-3.5, marking generative AI’s watershed moment. Suddenly, algorithms could produce text, computer code and images comparable to human output—and an AI investment boom was underway. Fast-forward to today, when suddenly, nobody writes their own...
Happy New Year! The fourth quarter of 2025 capped off a strong year for investors, rounding out a period in which virtually every major asset class delivered positive returns. Equity markets continued to advance during the quarter, supported by resilient corporate earnings and a shift...
The final weeks of the year tend to blur together in a whirlwind of pie orders, last-minute shopping, school concerts, and cross-country flights. But amid the bustle, it’s worth pausing to take stock of your financial picture. A few thoughtful steps now can help you...
Volatility is back. Of course, volatility means prices went down – few use the term when prices go up!! There was actually a faint whiff of panic in the air on Thursday after the market started to roll over despite exceptional earnings from NVIDIA the...
In today’s world, it’s harder than ever to know which financial “news” you can truly rely on. Between social media, 24-hour news channels, podcasters, and opinion-driven talk shows, it can feel like everyone has a microphone—and very few have real data. As investors, this matters. The...
You’ve probably noticed that insurance premiums are on the rise. And fast. While auto insurance and health care plans have seen upticks, one of the most dramatic spikes has been in homeowners premiums, especially in areas vulnerable to natural disaster. Wildfires, hurricanes, and other major...
Market Update: Third Quarter 2025 The long days are gone, the leaves are falling, and we might be on our way to another fantastic year for US and international markets. Stocks posted strong returns again for the third quarter, with the S&P 500 Index up 8.18%....
Inheritances come in all shapes and sizes, whether an heirloom left to you by a loved one or a life-changing financial windfall. Regardless of the form it takes, figuring out what to do next can be a crucial question. This is especially true with inherited...