Key Takeaways The Dow posted its 17th record close of the year yesterday, ending a session above 48000 for the first time ever.The 30-name index of blue-chip…
In the next two decades, the largest intergenerational wealth shift in history will unfold.Baby Boomers and the Silent Generation are transferring assets at a pace never before…
Life, at times, presents everyone with changes that can be disorienting.But perhaps few changes are as sudden and jolting as when you retire, and after decades of…
If you ever come across a discussion about portfolio construction, you’ll inevitably (and probably quickly) come across the term “core.”The exact definition will differ from one person…
All eyes have been on the Federal Reserve Board lately. The path of interest rates is top of mind as the Fed continues to navigate its dual…
A critical deadline is approaching for millions of Americans enrolled in Medicare Advantage plans — not open enrollment — I’m talking about expiring prepaid benefit cards. Many…
The holidays are a fun yet hectic time of the year. It isn’t just a busy time for us: Insurance companies are also hustling to review and…
Key Takeaways The AI rally has stumbled in recent weeks as investors have questioned whether big tech’s massive AI investments are inflating an AI bubble.Some investors argue…