Artificial Intelligence & Your Financial Planning
Why AI and Financial Planners Are Not Competitors, But Collaborators Artificial intelligence (AI) has emerged as a transformative force, reshaping industries across the globe. From healthcare to entertainment, AI optimizes operations, enhances decision-making, and redefines [...]
Drone Sightings: A Fresh Perspective on Investing
View Your Investments from a Higher Vantage Point to Uncover Patterns and Risks In recent weeks, reports of drone sightings have flooded the East Coast, sparking curiosity, concern, and even a sense of wonder. These [...]
Strategies to Combat Household Inflation
Left Unchecked, Inflation Can Erode Purchasing Power and Derail Financial Plans Inflation is a silent financial force with profound implications for households and retirement planning. Representing the rate at which the general level of prices [...]
What’s Happening to Your Local Drug Store?
In recent years, America’s drug store landscape has been undergoing rapid change. Major pharmacy chains such as CVS, Rite Aid, and Walgreens are collectively closing over 2,600 locations across the country. CVS will close 900 [...]
The New Retirement: Redefining What it Means to Retire
Retirement was once seen as the finish line – a chance to finally relax after decades of work. For many Baby Boomers, however, retirement is now something entirely different. Instead of stepping away from the [...]
Individual vs. Joint Trust: Which Do You Need?
Creating an estate plan is a vital step in securing your financial legacy, and if you’re doing it for the first time with a spouse or partner, you’ll quickly face an important decision: Should you [...]
The History of Stock Market Crashes in October
The month of October is often considered a jinx for stock markets. Over the years, several major market crashes have occurred during October, earning it the reputation of the "October Effect." This pattern has caused [...]
The Feminization of Wealth
The wealth management industry is experiencing a significant transformation as women take the reins of financial assets on a global scale. This shift, known as the "feminization of wealth," represents a profound change in how [...]