ASteve Sosnick, the chief market strategist at Interactive Brokers, referred to financial market activity in May as "the Everything Rally.” That’s not a bad way to frame what happened last…
Even if you think of yourself as having "enough" rather than "more than enough," if you are spending at a conservative rate from your savings, the reality is that you…
Choosing a major at the age of 17 or 18 is usually not easy – and switching majors in college is common. In fact, most students change their major two to…
Every year, the IRS adjusts contribution limits for retirement savings accounts to keep pace with inflation. For 2026, those adjustments are meaningful across nearly every account type — good news…
April proved to be an exceptionally strong month for the stock market. The month opened against the backdrop of an active shooting war, a nearly closed Strait of Hormuz, record…
How to Be More Tree: Essential Life Lessons for Perennial Happiness by Liz Marvin uses the quiet wisdom of trees as a metaphor for living a calmer, more resilient, and more…
College Decision Day 2026:What to Consider Before Committing to a School
As a financial advisor and college planner, along with my experience working at a universities, I have helped hundreds of families leading up to the final stretch to make it…
Should You Convert to a Roth? What Every Client Should Know
Few strategies in retirement planning generate as much discussion — or as much confusion — as the Roth IRA conversion. Used wisely, a Roth conversion can meaningfully improve your long-term…
Energizer Economy: Why the Iran War Is Unlikely to Tip the U.S. Into Recession
The U.S.-Israel military campaign against Iran, which began on February 28, has delivered the largest oil supply disruption in the history of global energy markets. The near-closure of the Strait…
The war in Iran that began in late February continued throughout March. This put downward pressure on stock and bond prices, as investors worried about how long hostilities would last.…
