For many families, a home is more than a place to live. It may be their largest asset, their biggest monthly expense, and one of the most significant financial decisions they make. Housing also plays an important role in the broader economy, accounting for roughly 15%...
For many grandparents, helping with a grandchild’s education is about more than tuition. It is a chance to support someone you love as they take the next step toward independence. Recent changes to federal financial aid rules have also prompted families to take...
A rising market can bring reassurance, and a new set of questions. As the bull market enters its fifth year, this is a good time to look at what has changed, what has not, and how both fit into your financial plan. At a Glance Since its October 2022 low, the S&P...
The third quarter gave investors plenty to digest. Interest rates climbed to levels not seen in roughly two decades, putting pressure on bonds. At the same time, strong corporate earnings helped major U.S. stock indexes reach new highs. Oil prices moved higher, the...
Trusts can play an important role in an estate plan, but the terminology often creates confusion. One question we hear frequently is: “What is the difference between a revocable living trust and an irrevocable trust, and would I be giving up control by creating a...
Artificial intelligence has quickly moved from an emerging technology to an everyday tool. A chatbot can answer a question, summarize a document, or create an image within seconds. The interaction may feel simple, but the system that makes it possible is anything but....