You can improve your chances to achieve financial security by controlling credit card debt, having an emergency fund, and setting aside a portion of each paycheck to invest in long-term goals, including retirement. Here are tips to build wealth through saving and investing.Be smart about credit card debt.Credit cards charge high interest rates if you […]

Watch Out for Crypto Scams As interest in cryptocurrency takes off, scammers have come out in droves to cash in. According to the Federal Trade Commission (FTC), there has been a massive increase in scam losses involving Bitcoin ATMs, which are often located in gas stations and convenience stores and used to exchange cash for […]

Oil Surges on Iranian Conflict March unveiled the full effects of the United States’ strikes on Iran in late February, resulting in the worst month for the S&P 500 since September 2022. While global indices, asset classes, and equity styles all felt the shockwave, none reacted quite as heavily as oil. The most immediate effects […]

Setting and Targeting Investment Goals Setting investment goals means defining your dreams for the future. When you’re setting goals, it’s best to be as specific as possible. For instance, you know you want to retire, but when? You know you want to send your child to college, but to an Ivy League school or to […]

How Markets Absorb Geopolitical Uncertainty Over Time Periods of geopolitical uncertainty bring financial markets into the spotlight as investors scramble to determine the impacts on their portfolios. The role of financial advisors is amplified as headlines pile up and fear begins to influence how clients interpret short-term market moves. Looking at the effects of major […]

Software Industry Suffers February revealed a growing divergence beneath the surface of the market. While the S&P 500 remained relatively steady, software stocks sold off sharply, highlighting renewed pressure across the SaaS landscape. AI’s expanding influence has increased investor scrutiny around software companies’ long-term defensibility. Investors are increasingly evaluating which platforms can integrate AI effectively […]

Handling Market Volatility Conventional wisdom says that what goes up, must come down. But even if you view market volatility as a normal occurrence, it can be tough to handle when it’s your money at stake. Though there’s no foolproof way to handle the ups and downs of the stock market, the following common sense […]

Net Unrealized Appreciation: The Untold Story If you participate in a 401(k), employee stock ownership plan, or other qualified retirement plan that lets you invest in your employer’s stock, you need to know about net unrealized appreciation — a simple tax-deferral opportunity with an unfortunately complicated name. When you receive a distribution from your employer’s […]

Geopolitics and the U.S. Financial Markets International conflicts and other global events dominated the news in early 2026, most notably the U.S. action in Venezuela and pressure to obtain control of Greenland, as well as anti-government protests in Iran and a snap election in Japan. These are all serious issues that can have far-reaching consequences […]

The SEC’s Office of Investor Education and Assistance (OIEA) and Division of Enforcement warn investors that scams involving stock recommendations may be conducted through social media. Investors should never make investment decisions based solely on information from social media platforms or apps. Watch Out For Stock Tip Red Flags. Did you click on an advertisement online […]