As a long-term investor, you’re always thinking about what factors drive your investment returns. Unfortunately, many investors focus on things that cause short
Can you relate to any of the following?
- “I should have bought that stock before the company went public!”
- “What a shame — I wish I had invested in that new
Some years pass quietly. 2025 wasn't one of them.
Between market swings, geopolitical shocks, and a news cycle that never seemed to pause, this year tested
Many people don’t regret being retired. They regret how they got there.1
“I wish I had saved earlier.”
“I didn’t think long-term care would matter.”
“I should’ve
4 Pervasive Myths About Inflation
Inflation can feel inescapable these days.
For most of us, it also feels like inflation is higher and more persistent than it
What’s the first thing you think of when it comes to money?
Are your thoughts more positive or negative?
Whatever’s natural to you can speak to your money mindset
It’s possible for one economy to tell two different stories. One of growth, opportunity, and abundance. Another of constraint, anxiety, and scarcity.
This isn't
These conversations aren’t easy.
Bringing up long-term care or estate planning with aging parents can feel like stepping on a landmine—awkward, emotional, maybe
Inflation has been the boogeyman of the economy for months.
Sticky prices. Rising gas costs. A looming rate hike.
The latest report provided useful data for
If you’re like many investors, the thought of paying capital gains taxes on your successful investments might feel overwhelming. But what if there was a
What money topics are the most taboo to talk about?
Earnings, debt, inheritance, or net worth?
For most of us, many financial topics are simply off-limits.1
That
You’ve mapped out your dream retirement. Maybe it’s a cozy beach town, golf twice a week, time with family, or finally starting that side project.
But here’s the
