When you initiate a credit freeze, you stop lenders from accessing your credit report.

A financial advisor can provide the perspective investors need to tune out the daily noise and stay focused on a long-term plan.

For some investors, Fed watching means trying to predict decisions to be made months in the future.

Whether you have kids, grandkids, or nieces and nephews, these youngsters have an enormous asset on their side in terms of investing: time.

Investment opportunities exist all around the globe, but it is exceedingly difficult to figure out which markets are likely to be outperformers.

Tax season is not the most joyful time of year, but it is certainly one of the most important.

Making sound financial decisions often involves embracing counterintuitive strategies. Let’s take a look at a few examples.

One focal point following the presidential election is a potential increase on tariffs for goods produced outside the United States.

A key to successful investing lies in working smarter, not harder. Let’s take a look at an investing plan for 2025.

Discussing lump-sum investing vs. dollar-cost averaging, let’s look at when dollar-cost averaging may be preferred.

In a match-up between lump-sum investing vs. dollar-cost averaging, which is the better bet?

Market performance in 2024 reflected the power of human ingenuity, which kept the economic engine going.

Let’s focus on actionable strategies to manage money scripts, flip unhelpful patterns and build healthier financial behaviors.

End the year strong. Review your finances, maximize savings and explore tax-smart strategies for a confident start to the new year.

One concern about the increasing popularity of index funds is whether the decline in active management has impacted the function of markets.

Discover the hidden influences on your financial decisions, and how they impact saving, spending and investing.

The Consumer Sentiment Index is sometimes viewed as a beacon of how investors feel about the direction of the economy.

What happens when a mutual fund or ETF becomes obsolete? The most common and straightforward outcome is a liquidation.

Another election day has passed. It is hard to know what will happen between now and the inauguration, let alone what awaits us beyond.

Let’s contemplate some of the tried-and-true steps to help better prepare your financial affairs for when disaster strikes.

Small caps have outperformed large caps handily in developed non-US markets and emerging markets.

Fed watching is an unreliable input into investment decisions because the Fed’s expected actions are already reflected in market prices.

Ask investors what kind of return they expect out of stocks in any given year, and many will say the market’s historical average return.

During a presidential election year, investors tend to seek a connection between who wins the White House and which way stocks will go.

What do you do if you receive a big bonus at work, inherited some money or enjoyed a recent windfall you would like to invest?

Unfortunately, as human beings, we are prone to behavioral tendencies and mental shortcuts that do not always work in our favor.

The trade-off between risk and reward is a key part of any investment strategy. But risk means different things to different people.

Family traditions are the comfort food that nourishes our lives. We suggest adding a new tradition: Family Wealth Planning Conversations

Compounding is a deceptively simple but exceptionally powerful tool that can help you produce investment growth.

When it comes to selecting a financial professional, how do you recognize fiduciary advice in a crowded field of look-alikes?