Over the course of your investing life, you’ll encounter market lows and highs. Headlines often spotlight the extremes, especially when markets reach record levels. Take, for example: “Stocks Hit Record Highs. What’s Behind the Rally.”

When dealing with complex financial matters, urgency can sometimes create pressure on us to act quickly. However, reacting too quickly can lead to decisions made without a full understanding of the risks, potential outcomes, and available options

What will happen to your business when it’s time for you to take a step back? That can be a tough question that many business owners eventually have to face. Yet, far too many admit they don't have a formal succession plan in place. In fact, looking at family businesses alone, about 61% say they do not have a documented succession plan.

Market volatility can feel like a rollercoaster. Thrilling on the way up, stomach-churning on the way down. Even seasoned investors get a little uneasy when the market takes a dive.

What does it take to minimize your tax bill, not just this year but in the years to come? The answer varies for each individual. Tax optimization strategies depend heavily on personal assets and financial goals, which are unique to everyone.

Watching your portfolio take a hit can be unsettling, but staying focused on the long game is crucial. Even in uncertain times, a long-term strategy helps you navigate market ups and downs more effectively.

What’s the first thing you think of when it comes to money? Are your thoughts more positive or negative? Whatever’s natural to you can speak to your money mindset.

Inflation can feel inescapable these days. For most of us, it also feels like inflation is higher and more persistent than it actually is.1 That could be because we’re seeing higher prices practically everywhere.1 Despite our experience, though, that misperception can actually harm us. It can also be bad for inflation in general.

It’s common to feel this way. Many of us experience “fear of missing out” — or FOMO — in our financial lives. For most of us, it also feels like inflation is higher and more persistent than it actually is.1 That could be because we’re seeing higher prices practically everywhere.1 Despite our experience, though, that misperception can actually harm us. It can also be bad for inflation in general.

As a long-term investor, you’re always thinking about what factors drive your investment returns. Unfortunately, many investors focus on things that cause short-term changes and actually have no impact on long-term market returns.

How much do you really know about retirement benefits? If you’re like most Americans, it’s not that much. In fact, most of us have fairly poor “retirement literacy,” especially when it comes to the finer points of retirement benefits.

Some believe that in a digital world where information travels at light speeds, the playing field between investors and institutions is more level.

In a perfect world, every money decision we make would be totally rational. We’d consider all of the facts. Then, we’d balance them with the risks to make the most logical choice available.

Smart investing doesn’t happen in a vacuum. Current events matter, and this year, the 2024 Presidential Elections are taking center stage.

Smart investing doesn’t happen in a vacuum. Current events matter, and this year, the 2024 Presidential Elections are taking center stage. That’s rattling a lot of us, causing more election stress than ever before.

The recent stock market volatility, the bear market, the ever-growing inflation rate, and ongoing supply issues have taken a severe toll on the American psyche. For some, it has forever altered how they perceive and manage risk.

What happens when you start to feel afraid or greedy? Do you feel like taking your time and waiting to make your next move?Probably not. That’s because both fear and greed make us reactive. These emotions tend to cloud our judgment and make us impulsive, even trigger-happy.

Your 20s are often seen as a true coming of age when financial responsibility opens up the possibility of turning your dreams into reality.

When choosing an investment professional, the value you receive is based on the quality of your relationship and their ability to meet, or even exceed, your expectations.

Mortgage rates have risen above 7%, leaving many buyers feeling like a reasonable mortgage is out of reach. While current rates look high compared to the ultra-low rates of the past decade,