Managing personal finances can be overwhelming. Knowing where to start, what to focus on, and how to achieve your goals may feel daunting, but this simple guide to organizing your finances can help you take control of your financial future.
Financial scams have become increasingly sophisticated, especially for older adults. According to AARP, people over 60 lost $600 million to scams in 2020. Here are some common tactics and essential tips to avoid falling victim.
Creating a will might seem unnecessary for many people, especially those who consider their estate too modest or their life circumstances uncomplicated. But the importance of having a will in place cannot be overstated. Understanding why a will is necessary to secure your legacy is essential. Here is why everyone, regardless of their financial situation, should have a will.
Finding the right professionals to invest and manage your hard-earned money can sometimes feel like you are looking for the “needle in the haystack.” You want an advisor team that will prioritize your financial well-being and provide guidance with integrity. This is where the fiduciary standard comes into play—a legal and ethical benchmark that holds financial professionals to the highest level of client care. But what exactly does it mean to be a fiduciary, and why is it so crucial in the financial services industry?
FOMC meeting and a somewhat weaker than expected jobs report last week
This article will help your clients understand modern portfolio theory and behavioral theory, and how this can help them understand their own investing styles better.