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Why We Trade Our Dreams To Escape Our Nightmares
One of the most productive meetings I had this year was atypical, to say the very least. I'd driven a total of about seven hours from the Salt Lake City…
Editor's Pick
Risk Tolerance Feels Good But Risk Capacity Pays Your Retirement Bills
Participation trophies don’t put food on the table when you’re retired. Rather than relying on such feel-good gimmicks, high earners…
Ex-Truist And Balentine Advisors Leave Behind $4.5 Billion To Launch Atlanta RIA Targeting Families With At Least $30 Million In Assets
Atlanta’s newest RIA firm, MartinWright Advisory, launched Monday with seven employees and a clear mission: Bringing institutional-caliber investment management to…
Bessent says US housing market in ‘recession’ due to Federal Reserve interest rate policies
Treasury Secretary Scott Bessent said the U.S. housing market is one subset of the economy that may be in recession because…
Why Do Aging Parents Balk At Signing Updated Wills And Trusts?
By the time your aging parents reach age 65 or 70, things may have changed in the family for estate…
Is now the right time to get a mortgage – or should you wait until December?
Buyers and sellers nationwide have been waiting for lower borrowing rates before making a move to re-enter the housing market.…
What To Review Before The Year Ends
The end of the year is more than a time for holiday gatherings and reflection. It is one of the…
George Kinder’s Key To Finding—And Being—A True Fiduciary
Sitting at a kitchen table, George Kinder asked a question of a young woman. Her response opened the door to…
Why 401(k) Plans Avoid Risk Capacity Details You Already Know
Call it the “risk paradox.” You know when to play safe—you don’t invest money you’ll need soon in the stock…
14 Best Places To Live (Or Retire) For As Little As $1,200 A Month, According To A New Report
Can you really live or retire overseas on just $1,200 a month? According to a new report from International Living,…
Mortgage rates fall for fourth consecutive week, lowest level in over a year
Mortgage rates fell for the fourth consecutive week, mortgage buyer Freddie Mac said Thursday. Freddie Mac's latest Primary Mortgage Market…
The Surprising Extra Estate Planning Step Required For Social Security Benefits
Many people know it is important to have a financial power of attorney so someone else can manage your finances…
Venmo to roll out rent, mortgage, retail payment feature in ‘first-of-its-kind’ partnership
Venmo is taking a big step beyond splitting dinner bills. Starting in 2026, users will be able to make rent,…