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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.
A BUSY (AND PERHAPS HISTORIC) WEEK FOR CENTRAL BANKS
Central bankers from the U.S. to Australia and seemingly everywhere in between will be meeting
this week to discuss monetary policy. A total of 15 meetings will take place this week, highlighted
by the Fed, the Bank of England (BOE) and the BOJ. After years of central banks tightening
monetary policy by raising interest rates, markets (and consumers) are waiting for interest rates
to come back down.
Why Your Credit Score Matters in Retirement
Regardless of the stage of life, your credit score is an essential component of your financial health when you’re in retirement. A consistently strong credit score can pave the way for greater confidence, easy loan access, and lower interest rates.
Super Six Drives Solid Earnings Season
Fourth quarter earnings season is winding down with only about a dozen companies in the S&P 500 left to report. After a slow start mired by messy bank results early on, corporate America picked up the pace and ended up delivering results well ahead of...
Why Women are More Savvy Investors than Men
While women are sometimes considered to be more reluctant to invest than their male counterparts, when they do invest, they tend to outperform males and often get a greater overall return.
You’re About to Retire: Here are 7 Tips to Stay Independent
Independence is important in retirement. The more independent retirees are, the more fulfilling their retirement is likely to be. However, living independently as you age isn’t always easy and may take some degree of planning well before you are even ready to retire.