The silent but deadly creep that steals your money. Learn the smart moves to prevent losing your wealth, especially when the economy sours.

A noticeable shift occurred in the markets this quarter. After a strong run over the past two years, US stocks hit a roadblock while diversification outside of US stocks has rewarded disciplined investors.

Debt can be an effective tool to build wealth—but only if used intelligently. Learn the difference between “good” and “bad” debt and how to use debt strategically to reach your financial objectives.

Stop sending so much of your hard-earned income to the IRS! Learn the top strategies used by high-income earners to lower taxes and keep more of your money in 2025.

What’s your 2025 Financial Vision? Don’t miss out on these professional tips.

The final quarter of 2024 closed on an upbeat note, with stocks finishing the year on solid footing. The S&P 500 posted an impressive 25% gain for the year, marking its second consecutive year of 20%-plus returns. Notably, this represents the fourth time in six years that the index has delivered returns of 20% or better.

Don’t miss out on crucial financial tips for your 50s and beyond. Read our latest article to learn more!

Starting a conversation with your parents about their finances and goals can be challenging. While the idea may feel uncomfortable, it’s an essential step to ensure that your parent’s wishes are understood, their plans are in place, and that you are prepared to support them without taking control or intruding on their independence. Rather, it’s about fostering a dialogue that enables clarity, support, and future preparedness.

Investors have a reason to smile as stocks, bonds, and cash all posted positive returns this quarter. Tamer inflation gave the Federal Reserve (Fed) room to reduce rates for the first time since March 2020, with a 0.5% cut marking a shift toward a more balanced policy. For the year, the S&P 500 is up 22.1%, which is the best start to a year since 1997 and the best presidential election year since 1928 (Herber Hoover versus Al Smith for the history buffs).