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.…
More On Iran – How We Got Here: Recommended Resources
You may be interested in where to turn for thoughtful, reliable coverage of the situation in Iran and the broader Middle East — sources that go beyond the daily news…
War with Iran: What It Means for Investors – and What to Do
As we absorb the events unfolding since the United States and Israel launched joint military operations against Iran on February 28, I want to begin by acknowledging what I suspect…
February 2026 Market Recap: Foreign Markets Lead the Pack in February
The big market story for the year through February has been foreign stock market leadership. Foreign stocks almost matched their excellent January performance (4.9%) in February (4.6%). Currency was not…
Sally Balch Hurme, is an elder law attorney and longtime expert on aging, family caregiving, and end‑of‑life planning. She has spent decades working with families on issues such as long‑term care,…
Executive Summary Social Security is one of the few sources of guaranteed, inflation-adjusted income available in retirement, so the decision of when to claim is critical for building a resilient…
For the past three years, developments related to Artificial Intelligence (AI) have captivated investors. Stocks of large technology companies associated with AI have done very well, and the biggest of…
