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What to Do on the Receiving End of a Life Insurance Policy
Dealing with the death of a loved one is not easy. With it comes many decisions, including how to handle the funds from their life insurance policy. Whether you are the sole recipient of a loved one's policy or only receiving a portion of it, it is essential to know a...
That Was Quite a Week
Last week was a pivotal one for markets, with the S&P 500 coming off a 3% weekly decline the week before. In terms of economic data, we got our first look at first quarter gross domestic product (GDP) as well as the March reading of the Federal Reserve’s (Fed)...
Worried About Life After Work? Get More Out of Your Social Security Benefits With These Tips
Social Security benefits are critical to retirement planning. These monthly benefits provide a financial safety net for millions of Americans. But you must navigate the system strategically to get the most out of your Social Security benefits. Here are some valuable...
REVISITING ENERGY
The first quarter earnings season began on April 12, and expectations for the energy sector were decidedly negative going into it. However, this low bar has led analysts to forecast a series of positive surprises in the energy sector.
Maximizing Wealth: 5 Ways a Financial Professional May Help Propel High Earners Towards High-Net-Worth Status
The journey to prosperity involves more than just a high income. It requires strategic planning, wise investment decisions, and a keen understanding of your financial landscape. On Financial Professional Day, explore how working with a financial professional could be...
It’s Not Too Late to Become Financially Literate
Financial literacy is crucial to a solid financial future and an enjoyable retirement. No matter your age, when you understand how to manage your money and finances, you can make sound financial decisions and take the needed steps toward your financial goals. So, if...
IPOs AS A MARKET TELL
The initial public offering (IPO) market is a crucial barometer of investor sentiment and economic health. A strong IPO market signals confidence, while a sluggish one can raise red flags. In our latest report, we dive into the current IPO landscape, analyzing recent activity and performance.
Wealth, Success, and Mental Health: Finding the Balance Between Wealthy and Healthy
April marks Stress Awareness Month, which provides a great opportunity to shed light on a topic often overlooked in the world of high-net-worth investors, which is mental health. For anyone who is used to managing substantial wealth, the pressure to sustain success...
The Role of AI in Investing and Financial Planning
As investors navigate the dynamic landscape of the financial markets, they find themselves at the intersection of cutting-edge technology and traditional expertise.
Digital Payments and Taxes: What You Need to Know Before You File
In an unexpected turn of events, the IRS announced another delay in the implementation of the new reporting rule that would require third-party payment apps, for example, Zelle, PayPal, Cash App, or Venmo, to report earned income over $600 per year to the IRS on form 1099-K.