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(Image credit: Getty Images)After 45 years in the financial services industry, through…
Imagine you’re riding a motorcycle at 160 kilometers per hour when an arrow appears, floating on the road ahead, telling you…
(Image credit: Getty Images)We spend a lot of time talking about…
(Image credit: Getty Images)A client sold a property for $2.5 million…
Economy Insights
Inflation is a general increase in the price of goods and services…
Key Takeaways A structured AI prompt can help advisors draft timely market commentary during periods of volatility.Including clear context, objective, and format instructions improves prompt results.AI can…
What You Need to Know Anyone earning six figures a year and still owing student debt may feel frustrated, having worked hard to earn a degree and…
Key Takeaways The benchmark S&P hadn’t moved much through Tuesday’s close. But that quiet action obscures more drama within the index. More than a fifth of the…
Key Takeaways The “Apple Capital” is affordable with reasonable everyday expenses and a median home sale price of $390,391 in December 2025.Winchester is tucked into the Shenandoah…
(Image credit: Getty Images)Whether you are an investor who has maxed out Roth IRAs for decades or someone now racing to catch up, the goal is the…
(Image credit: Getty Images)Most people approach Social Security like they’re buying a warranty. They find the break-even age on a chart, circle it and call it a…
Key Takeaways Older workers were the most likely to max out their 401(k)s, according to a recent report.Those who feel behind on saving can improve their outlook…
(Image credit: Getty Images)Question: We just retired at 62 with $6.1 million in savings. My wife thinks we should make large charitable donations, but I want to…
