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February 03, 2025 The role of digital assets in your estate plan: What high-net-worth investors need to know

Estate planning is a critical part of any comprehensive financial plan - but don't forget about your digital legacy when finalizing your plans.

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April 26, 2019 5, 4, 3, 2 … Your Retirement Countdown Checklist

When you think back to when you first began working, didn’t retirement seem like it was a lifetime away? Yet, here you are. Every decision you’ve …

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April 19, 2019 April 2019 Market Update

Resulting, and 3 Things to Look For In her bestselling book, Thinking in Bets, Annie Duke, former World Series of Poker champion, refers to a very …

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April 12, 2019 Overcoming the ‘Investing Gap’ for Women

Take a moment and think of the women in your life. Your mother? Your sister? Your partner or wife? Yourself? And if you were to ask each how they …

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March 30, 2019 The 4 Goes of International Travel

Think you’ll travel more once you retire? 70% of Americans say they will.1 In many (though certainly not all) ways, traveling today is easier than …

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March 19, 2019 March 2019 Market Update

The Fallacy of Forecasting Markets or the NCAA Tournament Do you follow the NCAA Basketball Tournament? Even if you don’t, it impacts you. An …

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March 15, 2019 3 Ways Tax Scammers Are Targeting You

3 ways tax scammers are targeting you Think you can tell a fake IRS notification from a real one? Don’t be too sure. Because while it can be easy to …

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March 08, 2019 I’ve saved a bunch of money. Are exotic investments better?

Reader’s Question: I’m 58 and I’ve saved a lot of money. I think maybe things like index funds are too simple for me. Should I start looking at more …

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March 01, 2019 February 2019 Market Update

Why Some Investments Don’t Work Those of you who own a cell phone or car know that nothing lasts forever. The older we get, the more we may realize …

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February 22, 2019 Finding your Social Security ‘Sweet Spot’

Do you know exactly how Social Security is going to shape your future? If you don’t, you’re not alone. Social Security has become one of the most …

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February 15, 2019 4 Key Money Challenges for Women

If you’re a woman, or your partner is female, this edition of the Weekly Update is dedicated to you. That’s because the financial and retirement …

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