How To Pass On Your Financial Values to the Next Generation
No matter how much or how little wealth you plan on passing down to your children or grandchildren, you should make it a priority to pass on your financial values to the next generation.
No matter how much or how little wealth you plan on passing down to your children or grandchildren, you should make it a priority to pass on your financial values to the next generation.
Your legacy is important for both you and your family, so don't wait until the last minute to strategize. Here are 6 ways to avoid common estate planning mistakes.
5 TED Talks on personal finance everyone should watch at least once in their lifetime.
How to approach finances with aging parents.
A retrospective analysis of global stock market performance during the second quarter of 2025.
The One Big Beautiful Bill is now law—bringing a wave of changes with important planning implications. We’re here to help you navigate what parts of the bill could affect you the most.
Warren Buffett, the legendary investor known as the "Oracle of Omaha," has announced he will retire as CEO of Berkshire Hathaway at the end of the year. After six decades at the helm, Buffett leaves behind not only a towering investment legacy but also a wealth of timeless financial wisdom. His ability to distill complex market principles into simple, actionable insights has made him a guiding voice for investors around the globe. As the investment world marks the end of an era, now is a fitting time to revisit some of Buffett’s most enduring quotes—and the powerful lessons they offer.
A retrospective analysis of global stock market performance during the first quarter of 2025.
The financial implications and the emotional considerations of receiving an inheritance windfall.
Historically, the first year of a president's term has been a fairly average one for the stock market. In his 2016 market analysis, Lee Bohl found that the first year of a presidential term yielded an average return of 6.7% from 1933 to 2015. This is modest compared to the third year of a president's term which historically has earned the highest return at 13.5%, but signifcant compared to the second-year average return of 3.3%. However, averages do not tell the whole story.