Stocks fell last week amid concerns about trade with China, following an unsteady rally to record highs over the first half of the week.
Financial Planning
Insurance Needs Assessment: Married With Children
A growing family, by definition, means growing financial obligations—both present and in the future.
Should You Borrow from Your 401(k)?
The average credit card balance is $6,371 as of July 2025. With the average credit card annual percentage rate sitting at 25.34%, it represents an expensive way to fund spending.
September 29, 2025 Weekly Market Insights
Stocks fell last week, buffeted by concerns about stock price valuations and a possible government shutdown.
What Can You Buy With 529 Distributions?
Some of the biggest challenges many face when it comes to education are financial. Luckily, a 529 college saving plan can help.
How Will the Economy React to AI?
Artificial intelligence (AI) tools are already invading every aspect of our lives. Debates are ongoing about how it will infiltrate individual industries.
September 15, 2025 Weekly Market Insights
Stocks posted a solid gain last week, riding a rally in megacap tech stocks while overcoming interest rate anxiety, a downward revision to jobs data, and mixed inflation reports.
Your Shifting Risk Tolerance
When you created your investment strategy, your asset allocation should have reflected your goals, time horizon, and tolerance for risk.
Yours, Mine, and Ours: Estate Strategies for Second Marriage
If you are one of the many Americans who are in a second marriage, you may need to revisit your estate strategy.
September 2, 2025 Weekly Market Insights
Stocks ended the week slightly lower as mixed economic data led to some profit-taking by investors ahead of the holiday weekend.